Centennial Wealth Advisory’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 |
-15,673
| Closed | -$628K | – | 166 |
|
|
2025
Q1 | $628K | Sell |
15,673
-3,879
| -20% | -$156K | 0.23% | 56 |
|
|
2024
Q4 | $719K | Buy |
19,552
+929
| +5% | +$34.2K | 0.28% | 41 |
|
|
2024
Q3 | $645K | Buy |
18,623
+800
| +4% | +$27.7K | 0.25% | 41 |
|
|
2024
Q2 | $513K | Buy |
17,823
+1,376
| +8% | +$39.6K | 0.22% | 58 |
|
|
2024
Q1 | $455K | Buy |
16,447
+577
| +4% | +$16K | 0.21% | 67 |
|
|
2023
Q4 | $421K | Buy |
15,870
+326
| +2% | +$8.66K | 0.22% | 70 |
|
|
2023
Q3 | $384K | Buy |
15,544
+234
| +2% | +$5.78K | 0.21% | 76 |
|
|
2023
Q2 | $419K | Buy |
15,310
+17
| +0.1% | +$465 | 0.22% | 66 |
|
|
2023
Q1 | $428K | Buy |
15,293
+2,527
| +20% | +$70.7K | 0.23% | 64 |
|
|
2022
Q4 | $350K | Buy |
12,766
+1,892
| +17% | +$51.9K | 0.2% | 75 |
|
|
2022
Q3 | $274K | Buy |
+10,874
| New | +$274K | 0.16% | 70 |
|