Coldstream Capital Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
8,911
-461
| -5% | -$18.6K | 0.01% | 799 |
|
|
2025
Q1 | $376K | Sell |
9,372
-134
| -1% | -$5.37K | 0.01% | 733 |
|
|
2024
Q4 | $349K | Sell |
9,506
-951
| -9% | -$35K | 0.01% | 757 |
|
|
2024
Q3 | $363K | Buy |
10,457
+414
| +4% | +$14.4K | 0.01% | 738 |
|
|
2024
Q2 | $289K | Sell |
10,043
-306
| -3% | -$8.82K | 0.01% | 773 |
|
|
2024
Q1 | $286K | Buy |
10,349
+2,471
| +31% | +$68.3K | 0.01% | 789 |
|
|
2023
Q4 | $209K | Buy |
+7,878
| New | +$209K | 0.01% | 879 |
|