Concourse Financial Group Securities’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,711
| Closed | -$858K | – | 5398 |
|
|
2024
Q4 | $858K | Buy |
22,711
+2,217
| +11% | +$83.8K | 0.05% | 356 |
|
|
2024
Q3 | $710K | Sell |
20,494
-1,094
| -5% | -$37.9K | 0.04% | 382 |
|
|
2024
Q2 | $622K | Buy |
21,588
+755
| +4% | +$21.8K | 0.04% | 387 |
|
|
2024
Q1 | $576K | Buy |
20,833
+177
| +0.9% | +$4.9K | 0.04% | 411 |
|
|
2023
Q4 | $548K | Buy |
20,656
+4,903
| +31% | +$130K | 0.04% | 417 |
|
|
2023
Q3 | $389K | Buy |
15,753
+3,420
| +28% | +$84.4K | 0.03% | 460 |
|
|
2023
Q2 | $337K | Buy |
12,333
+6,113
| +98% | +$167K | 0.03% | 512 |
|
|
2023
Q1 | $174K | Buy |
6,220
+1,067
| +21% | +$29.8K | 0.01% | 687 |
|
|
2022
Q4 | $141K | Buy |
5,153
+4,009
| +350% | +$110K | 0.01% | 723 |
|
|
2022
Q3 | $29K | Sell |
1,144
-13
| -1% | -$330 | ﹤0.01% | 1160 |
|
|
2022
Q2 | $34K | Sell |
1,157
-156
| -12% | -$4.58K | ﹤0.01% | 1243 |
|
|
2022
Q1 | $42K | Sell |
1,313
-5,733
| -81% | -$183K | ﹤0.01% | 1204 |
|
|
2021
Q4 | $195K | Buy |
7,046
+130
| +2% | +$3.6K | 0.01% | 739 |
|
|
2021
Q3 | $168K | Buy |
6,916
+624
| +10% | +$15.2K | 0.01% | 778 |
|
|
2021
Q2 | $154K | Buy |
6,292
+6,010
| +2,131% | +$147K | 0.01% | 806 |
|
|
2021
Q1 | $7K | Sell |
282
-3
| -1% | -$74 | ﹤0.01% | 1877 |
|
|
2020
Q4 | $7K | Buy |
285
+113
| +66% | +$2.78K | ﹤0.01% | 1790 |
|
|
2020
Q3 | $4K | Hold |
172
| – | – | ﹤0.01% | 1872 |
|
|
2020
Q2 | $4K | Hold |
172
| – | – | ﹤0.01% | 1759 |
|
|
2020
Q1 | $4K | Hold |
172
| – | – | ﹤0.01% | 1738 |
|
|
2019
Q4 | $5K | Buy |
172
+1
| +0.6% | +$29 | ﹤0.01% | 1630 |
|
|
2019
Q3 | $5K | Sell |
171
-65
| -28% | -$1.9K | ﹤0.01% | 1321 |
|
|
2019
Q2 | $7K | Hold |
236
| – | – | ﹤0.01% | 1616 |
|
|
2019
Q1 | $6K | Buy |
236
+65
| +38% | +$1.65K | ﹤0.01% | 1682 |
|
|
2018
Q4 | $4K | Buy |
+171
| New | +$4K | ﹤0.01% | 1749 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3959 |
|