Wealth Alliance’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.79M | Sell |
21,160
-7,331
| -26% | -$632K | 0.18% | 114 |
|
|
2025
Q4 | $2.2M | Sell |
28,491
-284
| -1% | -$21.4K | 0.22% | 84 |
|
|
2025
Q3 | $2.06M | Buy |
28,775
+1,103
| +4% | +$77.4K | 0.21% | 85 |
|
|
2025
Q2 | $2.03M | Buy |
27,672
+787
| +3% | +$54.1K | 0.23% | 84 |
|
|
2025
Q1 | $1.69M | Buy |
26,885
+5,312
| +25% | +$312K | 0.2% | 97 |
|
|
2024
Q4 | $1.23M | Sell |
21,573
-2,413
| -10% | -$145K | 0.15% | 137 |
|
|
2024
Q3 | $1.57M | Buy |
23,986
+5,554
| +30% | +$340K | 0.19% | 108 |
|
|
2024
Q2 | $987K | Sell |
18,432
-6,178
| -25% | -$372K | 0.13% | 154 |
|
|
2024
Q1 | $1.58M | Buy |
24,610
+663
| +3% | +$41.9K | 0.21% | 104 |
|
|
2023
Q4 | $1.53M | Buy |
23,947
+3,214
| +16% | +$192K | 0.22% | 99 |
|
|
2023
Q3 | $1.18M | Buy |
20,733
+1,066
| +5% | +$64.5K | 0.19% | 115 |
|
|
2023
Q2 | $1.25M | Buy |
19,667
+2,769
| +16% | +$182K | 0.19% | 115 |
|
|
2023
Q1 | $1.08M | Buy |
16,898
+2,789
| +20% | +$167K | 0.18% | 127 |
|
|
2022
Q4 | $802K | Sell |
14,109
-2,075
| -13% | -$111K | 0.14% | 165 |
|
|
2022
Q3 | $773K | Buy |
16,184
+122
| +0.8% | +$7.34K | 0.15% | 145 |
|
|
2022
Q2 | $963K | Sell |
16,062
-1,085
| -6% | -$71.8K | 0.18% | 130 |
|
|
2022
Q1 | $1.19M | Buy |
17,147
+204
| +1% | +$13.5K | 0.24% | 92 |
|
|
2021
Q4 | $1.1M | Sell |
16,943
-325
| -2% | -$19.1K | 0.22% | 106 |
|
|
2021
Q3 | $911K | Sell |
17,268
-106
| -0.6% | -$6.08K | 0.2% | 109 |
|
|
2021
Q2 | $982K | Buy |
17,374
+899
| +5% | +$51.1K | 0.23% | 104 |
|
|
2021
Q1 | $863K | Buy |
16,475
+565
| +4% | +$29.5K | 0.24% | 102 |
|
|
2020
Q4 | $831K | Buy |
15,910
+2,016
| +15% | +$107K | 0.24% | 104 |
|
|
2020
Q3 | $710K | Buy |
13,894
+634
| +5% | +$31.8K | 0.26% | 102 |
|
|
2020
Q2 | $712K | Buy |
13,260
+360
| +3% | +$18.2K | 0.28% | 86 |
|
|
2020
Q1 | $665K | Sell |
12,900
-1,128
| -8% | -$62.3K | 0.36% | 78 |
|
|
2019
Q4 | $777K | Buy |
+14,028
| New | +$721K | 0.55% | 47 |
|