Atria Wealth Solutions’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
8,431
-11,375
| -57% | -$459K | 0.01% | 1095 |
|
|
2025
Q1 | $794K | Buy |
19,806
+979
| +5% | +$39.2K | 0.01% | 963 |
|
|
2024
Q4 | $692K | Buy |
18,827
+8,752
| +87% | +$322K | 0.01% | 1072 |
|
|
2024
Q3 | $349K | Buy |
10,075
+1,923
| +24% | +$66.6K | ﹤0.01% | 1410 |
|
|
2024
Q2 | $235K | Buy |
+8,152
| New | +$235K | ﹤0.01% | 1638 |
|