Atria Investments’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Buy |
18,631
+3,631
| +24% | +$146K | 0.01% | 1198 |
|
|
2025
Q1 | $601K | Sell |
15,000
-3,700
| -20% | -$148K | 0.01% | 1248 |
|
|
2024
Q4 | $687K | Buy |
18,700
+9,256
| +98% | +$340K | 0.01% | 1162 |
|
|
2024
Q3 | $327K | Buy |
9,444
+465
| +5% | +$16.1K | ﹤0.01% | 1576 |
|
|
2024
Q2 | $259K | Buy |
+8,979
| New | +$259K | ﹤0.01% | 1673 |
|
|
2020
Q2 | – | Sell |
-10,396
| Closed | -$260K | – | 687 |
|
|
2020
Q1 | $260K | Buy |
10,396
+1,590
| +18% | +$39.8K | 0.02% | 464 |
|
|
2019
Q4 | $245K | Sell |
8,806
-121,866
| -93% | -$3.39M | 0.01% | 1057 |
|
|
2019
Q3 | $3.91M | Buy |
130,672
+11,988
| +10% | +$359K | 0.14% | 146 |
|
|
2019
Q2 | $3.43M | Buy |
118,684
+34,964
| +42% | +$1.01M | 0.13% | 148 |
|
|
2019
Q1 | $2.4M | Buy |
83,720
+11,181
| +15% | +$320K | 0.1% | 191 |
|
|
2018
Q4 | $1.84M | Buy |
72,539
+2,038
| +3% | +$51.7K | 0.08% | 189 |
|
|
2018
Q3 | $1.76M | Buy |
70,501
+1,197
| +2% | +$29.8K | 0.07% | 259 |
|
|
2018
Q2 | $1.82M | Buy |
+69,304
| New | +$1.82M | 0.08% | 247 |
|