Continuum 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 | $213K | Buy |
5,282
+48
| +0.9% | +$1.94K | 0.03% | 400 |
|
|
2025
Q1 | $210K | Sell |
5,234
-664
| -11% | -$26.6K | 0.03% | 382 |
|
|
2024
Q4 | $217K | Buy |
5,898
+54
| +0.9% | +$1.99K | 0.03% | 378 |
|
|
2024
Q3 | $211K | Hold |
5,844
| – | – | 0.03% | 387 |
|
|
2024
Q2 | $168K | Hold |
5,844
| – | – | 0.02% | 393 |
|
|
2024
Q1 | $169K | Sell |
5,844
-2,170
| -27% | -$62.7K | 0.03% | 394 |
|
|
2023
Q4 | $213K | Buy |
+8,014
| New | +$213K | 0.03% | 432 |
|