Summit Securities Group’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,292
| Closed | -$337K | – | 1156 |
|
|
2025
Q1 | $337K | Buy |
+5,292
| New | +$337K | 0.05% | 64 |
|
|
2024
Q4 | – | Sell |
-95
| Closed | -$1K | – | 682 |
|
|
2024
Q3 | $1K | Sell |
95
-9,741
| -99% | -$103K | ﹤0.01% | 399 |
|
|
2024
Q2 | $678K | Buy |
9,836
+7,878
| +402% | +$543K | 0.13% | 33 |
|
|
2024
Q1 | $128K | Buy |
+1,958
| New | +$128K | 0.02% | 89 |
|
|
2023
Q2 | – | Sell |
-12,822
| Closed | -$833K | – | 864 |
|
|
2023
Q1 | $833K | Buy |
+12,822
| New | +$833K | 0.07% | 42 |
|
|
2015
Q1 | – | Sell |
-102
| Closed | -$7K | – | 463 |
|
|
2014
Q4 | $7K | Buy |
+102
| New | +$7K | ﹤0.01% | 405 |
|