Cornerstone Planning Group’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.39K Sell
102
-47
-32% -$2.02K ﹤0.01% 755
2025
Q1
$5.86K Buy
149
+128
+610% +$5.03K ﹤0.01% 692
2024
Q4
$764 Hold
21
﹤0.01% 1024
2024
Q3
$723 Sell
21
-80
-79% -$2.75K ﹤0.01% 1014
2024
Q2
$3.08K Buy
101
+1
+1% +$30 ﹤0.01% 676
2024
Q1
$2.85K Buy
100
+21
+27% +$599 ﹤0.01% 605
2023
Q4
$2.1K Hold
79
﹤0.01% 625
2023
Q3
$1.95K Hold
79
﹤0.01% 664
2023
Q2
$2.16K Buy
+79
New +$2.16K ﹤0.01% 1130
2022
Q4
$2.12K Buy
+79
New +$2.12K ﹤0.01% 1165