Corient Private Wealth’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Sell |
75,818
-3,115
| -4% | -$126K | ﹤0.01% | 934 |
|
|
2025
Q1 | $3.16M | Sell |
78,933
-932
| -1% | -$37.4K | 0.01% | 821 |
|
|
2024
Q4 | $2.94M | Sell |
79,865
-33,398
| -29% | -$1.23M | ﹤0.01% | 862 |
|
|
2024
Q3 | $3.92M | Buy |
113,263
+33,651
| +42% | +$1.17M | 0.01% | 801 |
|
|
2024
Q2 | $2.29M | Sell |
79,612
-1,372
| -2% | -$39.5K | ﹤0.01% | 967 |
|
|
2024
Q1 | $2.24M | Buy |
80,984
+3,730
| +5% | +$103K | ﹤0.01% | 974 |
|
|
2023
Q4 | $2.05M | Sell |
77,254
-6,922
| -8% | -$184K | ﹤0.01% | 987 |
|
|
2023
Q3 | $2.08M | Buy |
84,176
+6,175
| +8% | +$152K | ﹤0.01% | 895 |
|
|
2023
Q2 | $2.13M | Buy |
78,001
+4,523
| +6% | +$124K | ﹤0.01% | 872 |
|
|
2023
Q1 | $2.05M | Buy |
73,478
+26,339
| +56% | +$737K | 0.01% | 833 |
|
|
2022
Q4 | $1.29M | Buy |
+47,139
| New | +$1.29M | ﹤0.01% | 831 |
|