United Capital Financial Advisors’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 | $676K | Buy |
9,079
+1,501
| +20% | +$112K | 0.01% | 699 |
|
|
2025
Q1 | $483K | Buy |
7,578
+1,080
| +17% | +$68.8K | ﹤0.01% | 746 |
|
|
2024
Q4 | $375K | Sell |
6,498
-958
| -13% | -$55.3K | ﹤0.01% | 810 |
|
|
2024
Q3 | $497K | Buy |
7,456
+1,448
| +24% | +$96.4K | ﹤0.01% | 728 |
|
|
2024
Q2 | $326K | Sell |
6,008
-1,088
| -15% | -$59.1K | ﹤0.01% | 813 |
|
|
2024
Q1 | $463K | Buy |
7,096
+1,863
| +36% | +$121K | ﹤0.01% | 748 |
|
|
2023
Q4 | $340K | Buy |
+5,233
| New | +$340K | ﹤0.01% | 825 |
|
|
2020
Q1 | – | Sell |
-9,737
| Closed | -$547K | – | 1300 |
|
|
2019
Q4 | $547K | Buy |
+9,737
| New | +$547K | ﹤0.01% | 958 |
|
|
2019
Q3 | – | Sell |
-9,383
| Closed | -$448K | – | 1403 |
|
|
2019
Q2 | $448K | Sell |
9,383
-1,030
| -10% | -$49.2K | ﹤0.01% | 1069 |
|
|
2019
Q1 | $522K | Buy |
10,413
+67
| +0.6% | +$3.36K | ﹤0.01% | 960 |
|
|
2018
Q4 | $450K | Sell |
10,346
-3,521
| -25% | -$153K | ﹤0.01% | 953 |
|
|
2018
Q3 | $645K | Buy |
13,867
+946
| +7% | +$44K | ﹤0.01% | 906 |
|
|
2018
Q2 | $647K | Buy |
12,921
+1,309
| +11% | +$65.5K | ﹤0.01% | 870 |
|
|
2018
Q1 | $588K | Buy |
11,612
+2,258
| +24% | +$114K | ﹤0.01% | 918 |
|
|
2017
Q4 | $493K | Sell |
9,354
-5,753
| -38% | -$303K | ﹤0.01% | 970 |
|
|
2017
Q3 | $850K | Sell |
15,107
-1,788
| -11% | -$101K | 0.01% | 818 |
|
|
2017
Q2 | $952K | Sell |
16,895
-1,828
| -10% | -$103K | 0.01% | 777 |
|
|
2017
Q1 | $1.16M | Sell |
18,723
-142,218
| -88% | -$8.83M | 0.01% | 707 |
|
|
2016
Q4 | $9.19M | Buy |
160,941
+292
| +0.2% | +$16.7K | 0.09% | 275 |
|
|
2016
Q3 | $11.2M | Sell |
160,649
-69
| -0% | -$4.8K | 0.11% | 219 |
|
|
2016
Q2 | $11.6M | Sell |
160,718
-1,950
| -1% | -$141K | 0.12% | 194 |
|
|
2016
Q1 | $11.4M | Sell |
162,668
-6,399
| -4% | -$447K | 0.13% | 173 |
|
|
2015
Q4 | $11.5M | Buy |
169,067
+5,114
| +3% | +$348K | 0.13% | 175 |
|
|
2015
Q3 | $11.2M | Sell |
163,953
-5,112
| -3% | -$348K | 0.13% | 168 |
|
|
2015
Q2 | $10.7M | Sell |
169,065
-2,060
| -1% | -$130K | 0.12% | 198 |
|
|
2015
Q1 | $11.3M | Buy |
+171,125
| New | +$11.3M | 0.14% | 190 |
|