Avantax Advisory Services’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.44M | Buy |
159,526
+582
| +0.4% | +$23.5K | 0.04% | 371 |
|
|
2025
Q1 | $6.37M | Sell |
158,944
-689
| -0.4% | -$27.6K | 0.04% | 341 |
|
|
2024
Q4 | $5.87M | Buy |
159,633
+11,760
| +8% | +$432K | 0.04% | 349 |
|
|
2024
Q3 | $5.12M | Buy |
147,873
+15,501
| +12% | +$537K | 0.03% | 387 |
|
|
2024
Q2 | $3.81M | Buy |
+132,372
| New | +$3.81M | 0.03% | 446 |
|