Spirit of America Management Corp’s Northwest Natural Holdings NWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
7,400
+2,500
| +51% | +$99.3K | 0.06% | 227 |
|
|
2025
Q1 | $209K | Buy |
4,900
+1,500
| +44% | +$64.1K | 0.04% | 240 |
|
|
2024
Q4 | $135K | Buy |
3,400
+1,500
| +79% | +$59.3K | 0.03% | 267 |
|
|
2024
Q3 | $77.6K | Hold |
1,900
| – | – | 0.02% | 284 |
|
|
2024
Q2 | $68.6K | Hold |
1,900
| – | – | 0.01% | 279 |
|
|
2024
Q1 | $70.7K | Hold |
1,900
| – | – | 0.01% | 259 |
|
|
2023
Q4 | $74K | Hold |
1,900
| – | – | 0.02% | 250 |
|
|
2023
Q3 | $72.5K | Buy |
1,900
+650
| +52% | +$24.8K | 0.02% | 221 |
|
|
2023
Q2 | $53.8K | Buy |
+1,250
| New | +$53.8K | 0.01% | 223 |
|