Caldwell Trust’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Hold |
594
|
|
||||
|
2025
Q1 | $23.8K | Hold |
594
|
|
||||
|
2024
Q4 | $21.8K | Hold |
594
|
|
||||
|
2024
Q3 | $20.6K | Hold |
594
|
|
||||
|
2024
Q2 | $17.1K | Sell |
594
-114
|
|
||||
|
2024
Q1 | $19.6K | Hold |
708
|
|
||||
|
2023
Q4 | $18.8K | Sell |
708
-59
|
|
||||
|
2023
Q3 | $18.9K | Hold |
767
|
|
||||
|
2023
Q2 | $21K | Sell |
767
-57
|
|
||||
|
2023
Q1 | $23K | Hold |
824
|
|
||||
|
2022
Q4 | $22.6K | Sell |
824
-3,000
|
|
||||
|
2022
Q3 | $96.3K | Hold |
3,824
|
|
||||
|
2022
Q2 | $113K | Hold |
3,824
|
|
||||
|
2022
Q1 | $122K | Hold |
3,824
|
|
||||
|
2021
Q4 | $106K | Hold |
3,824
|
|
||||
|
2021
Q3 | $92.7K | Buy |
3,824
+480
|
|
||||
|
2021
Q2 | $81.9K | Hold |
3,344
|
|
||||
|
2021
Q1 | $80.6K | Sell |
3,344
-100
|
|
||||
|
2020
Q4 | $79K | Hold |
3,444
|
|
||||
|
2020
Q3 | $75.8K | Hold |
3,444
|
|
||||
|
2020
Q2 | $78.3K | Hold |
3,444
|
|
||||
|
2020
Q1 | $86K | Hold |
3,444
|
|
||||
|
2019
Q4 | $95.9K | Buy |
+3,444
|
|