SOA Wealth Advisors’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.77K | Buy |
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|
2025
Q2 | $2.76K | Sell |
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|
2025
Q1 | $2.43K | Buy |
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|
2024
Q4 | $2.17K | Sell |
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|
2024
Q3 | $2.54K | Buy |
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|
2024
Q2 | $1.98K | Hold |
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|
2024
Q1 | $2.38K | Buy |
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|
2023
Q4 | $2.33K | Hold |
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|
2023
Q3 | $2.08K | Buy |
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|
2023
Q2 | $2.23K | Hold |
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|
2023
Q1 | $2.25K | Hold |
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|
2022
Q4 | $1.96K | Buy |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Sell |
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|
2021
Q3 | $1K | Buy |
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|
2021
Q2 | $1K | Sell |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $3K | Buy |
|