3Chopt Investment Partners’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
8,265
+359
| +5% | +$14.5K | 0.08% | 175 |
|
|
2025
Q1 | $317K | Buy |
+7,906
| New | +$317K | 0.08% | 170 |
|
|
2024
Q3 | – | Sell |
-7,839
| Closed | -$226K | – | 145 |
|
|
2024
Q2 | $226K | Buy |
+7,839
| New | +$226K | 0.07% | 175 |
|
|
2024
Q1 | – | Sell |
-8,008
| Closed | -$213K | – | 130 |
|
|
2023
Q4 | $213K | Buy |
+8,008
| New | +$213K | 0.08% | 161 |
|
|
2023
Q3 | – | Sell |
-7,939
| Closed | -$217K | – | 108 |
|
|
2023
Q2 | $217K | Hold |
7,939
| – | – | 0.11% | 129 |
|
|
2023
Q1 | $222K | Hold |
7,939
| – | – | 0.12% | 135 |
|
|
2022
Q4 | $218K | Buy |
+7,939
| New | +$218K | 0.12% | 128 |
|