Carolinas Wealth Consulting’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-100
Closed -$4.01K 624
2025
Q1
$4.01K Sell
100
-19
-16% -$762 ﹤0.01% 646
2024
Q4
$4.38K Buy
119
+37
+45% +$1.36K ﹤0.01% 664
2024
Q3
$2.84K Buy
82
+10
+14% +$347 ﹤0.01% 756
2024
Q2
$2.08K Buy
72
+22
+44% +$634 ﹤0.01% 789
2024
Q1
$1.38K Buy
+50
New +$1.38K ﹤0.01% 844
2022
Q1
Sell
-73
Closed -$2K 986
2021
Q4
$2K Buy
73
+19
+35% +$521 ﹤0.01% 839
2021
Q3
$1K Buy
+54
New +$1K ﹤0.01% 892
2021
Q1
Sell
-22
Closed -$1K 979
2020
Q4
$1K Sell
22
-5
-19% -$227 ﹤0.01% 824
2020
Q3
$1K Hold
27
﹤0.01% 857
2020
Q2
$1K Buy
+27
New +$1K ﹤0.01% 595