Chicago Partners Investment Group’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
9,055
+153
| +2% | +$6.38K | 0.01% | 731 |
|
|
2025
Q1 | $360K | Buy |
8,902
+299
| +3% | +$12.1K | 0.01% | 627 |
|
|
2024
Q4 | $314K | Buy |
8,603
+19
| +0.2% | +$693 | 0.01% | 645 |
|
|
2024
Q3 | $303K | Buy |
+8,584
| New | +$303K | 0.01% | 619 |
|
|
2018
Q4 | – | Sell |
-4,444
| Closed | -$115K | – | 695 |
|
|
2018
Q3 | $115K | Buy |
4,444
+2,369
| +114% | +$61.3K | 0.02% | 387 |
|
|
2018
Q2 | $55K | Buy |
+2,075
| New | +$55K | 0.01% | 469 |
|
|
2017
Q1 | – | Sell |
-64
| Closed | -$1K | – | 580 |
|
|
2016
Q4 | $1K | Buy |
+64
| New | +$1K | ﹤0.01% | 525 |
|