Steward Partners Investment Advisory’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Buy |
1,269
+644
| +103% | +$9.11K | ﹤0.01% | 2970 |
|
|
2025
Q1 | $7.45K | Sell |
625
-536
| -46% | -$6.39K | ﹤0.01% | 3229 |
|
|
2024
Q4 | $11.8K | Buy |
1,161
+1,006
| +649% | +$10.2K | ﹤0.01% | 3031 |
|
|
2024
Q3 | $1.45K | Sell |
155
-366
| -70% | -$3.43K | ﹤0.01% | 3492 |
|
|
2024
Q2 | $4.18K | Sell |
521
-1,791
| -77% | -$14.4K | ﹤0.01% | 3102 |
|
|
2024
Q1 | $15.7K | Buy |
+2,312
| New | +$15.7K | ﹤0.01% | 2625 |
|
|
2023
Q4 | – | Sell |
-269
| Closed | -$1.57K | – | 3541 |
|
|
2023
Q3 | $1.57K | Hold |
269
| – | – | ﹤0.01% | 3122 |
|
|
2023
Q2 | $1.65K | Hold |
269
| – | – | ﹤0.01% | 3063 |
|
|
2023
Q1 | $1.78K | Hold |
269
| – | – | ﹤0.01% | 3040 |
|
|
2022
Q4 | $1.74K | Hold |
269
| – | – | ﹤0.01% | 3044 |
|
|
2022
Q3 | $1K | Hold |
269
| – | – | ﹤0.01% | 3145 |
|
|
2022
Q2 | $2K | Hold |
269
| – | – | ﹤0.01% | 3023 |
|
|
2022
Q1 | $2K | Hold |
269
| – | – | ﹤0.01% | 3099 |
|
|
2021
Q4 | $2K | Hold |
269
| – | – | ﹤0.01% | 3028 |
|
|
2021
Q3 | $2K | Hold |
269
| – | – | ﹤0.01% | 3000 |
|
|
2021
Q2 | $2K | Hold |
269
| – | – | ﹤0.01% | 6883 |
|
|
2021
Q1 | $1.56K | Hold |
269
| – | – | ﹤0.01% | 3263 |
|
|
2020
Q4 | $1K | Hold |
269
| – | – | ﹤0.01% | 2797 |
|
|
2020
Q3 | $1K | Hold |
269
| – | – | ﹤0.01% | 2676 |
|
|
2020
Q2 | $1K | Hold |
269
| – | – | ﹤0.01% | 2593 |
|
|
2020
Q1 | $0 | Sell |
269
-6
| -2% | – | ﹤0.01% | 2632 |
|
|
2019
Q4 | $1K | Sell |
275
-4
| -1% | -$15 | ﹤0.01% | 2529 |
|
|
2019
Q3 | $1K | Hold |
279
| – | – | ﹤0.01% | 2539 |
|
|
2019
Q2 | $1K | Buy |
+279
| New | +$1K | ﹤0.01% | 2544 |
|
|
2017
Q3 | – | Sell |
-227
| Closed | -$1K | – | 1730 |
|
|
2017
Q2 | $1K | Buy |
+227
| New | +$1K | ﹤0.01% | 1534 |
|