CAPTRUST Financial Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.37M | Sell |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $957K | Sell |
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|
2023
Q4 | $2.36M | Sell |
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|
2023
Q3 | $2.34M | Buy |
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|
2023
Q2 | $2.37M | Sell |
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|
2023
Q1 | $2.44M | Buy |
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|
2022
Q4 | $2.32M | Buy |
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|
2022
Q3 | $763K | Buy |
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|
2022
Q2 | $873K | Buy |
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|
2022
Q1 | $873K | Sell |
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|
2021
Q4 | $769K | Buy |
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|
2021
Q3 | $636K | Buy |
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|
2021
Q2 | $596K | Buy |
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|
2021
Q1 | $516K | Buy |
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|
2020
Q4 | $444K | Sell |
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|
2020
Q3 | $447K | Sell |
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|
2020
Q2 | $525K | Buy |
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|
2020
Q1 | $233K | Buy |
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|
2019
Q4 | $272K | Buy |
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|
2019
Q3 | $43K | Hold |
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|
2019
Q2 | $41K | Buy |
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|
2019
Q1 | $35K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $62K | Hold |
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|
2018
Q2 | $66K | Hold |
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|
2018
Q1 | $60K | Hold |
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|
2017
Q4 | $64K | Buy |
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