Congress Wealth 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	$1.22M	Buy	30,352 +21	+0.1%	+$847	0.01%	659
2025 Q1	$1.22M	Buy	30,331 +1,461	+5%	+$58.6K	0.01%	589
2024 Q4	$1.06M	Sell	28,870 -7,839	-21%	-$288K	0.01%	510
2024 Q3	$1.27M	Buy	+36,709	New	+$1.27M	0.02%	481