Caprock Group’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $568K | Sell |
14,169
-11,347
| -44% | -$455K | 0.02% | 669 |
|
|
2024
Q4 | $938K | Buy |
25,516
+1,984
| +8% | +$72.9K | 0.03% | 437 |
|
|
2024
Q3 | $815K | Buy |
23,532
+804
| +4% | +$27.9K | 0.03% | 442 |
|
|
2024
Q2 | $655K | Buy |
22,728
+9,829
| +76% | +$283K | 0.03% | 473 |
|
|
2024
Q1 | $357K | Buy |
12,899
+1,686
| +15% | +$46.6K | 0.02% | 509 |
|
|
2023
Q4 | $298K | Buy |
+11,213
| New | +$298K | 0.02% | 536 |
|
|
2023
Q2 | – | Sell |
-7,530
| Closed | -$211K | – | 681 |
|
|
2023
Q1 | $211K | Buy |
+7,530
| New | +$211K | 0.02% | 587 |
|