Creative Planning’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
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|
2025
Q1 | $2.45M | Buy |
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|
2024
Q4 | $2.02M | Buy |
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|
2024
Q3 | $1.66M | Sell |
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|
2024
Q2 | $3.03M | Buy |
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|
2024
Q1 | $2.87M | Buy |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.15M | Buy |
|
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $845K | Buy |
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|
2022
Q2 | $931K | Buy |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $794K | Buy |
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|
2021
Q3 | $650K | Buy |
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|
2021
Q2 | $656K | Sell |
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|
2021
Q1 | $661K | Sell |
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|
2020
Q4 | $644K | Sell |
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|
2020
Q3 | $753K | Buy |
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|
2020
Q2 | $637K | Sell |
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|
2020
Q1 | $741K | Buy |
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|
2019
Q4 | $787K | Sell |
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|
2019
Q3 | $952K | Sell |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $927K | Buy |
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|
2018
Q4 | $811K | Sell |
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|
2018
Q3 | $815K | Sell |
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|
2018
Q2 | $896K | Buy |
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|
2018
Q1 | $806K | Sell |
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|
2017
Q4 | $869K | Sell |
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|
2017
Q3 | $909K | Buy |
|
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|
2017
Q2 | $863K | Buy |
|
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|
2017
Q1 | $739K | Buy |
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|
2016
Q4 | $627K | Buy |
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|
2016
Q3 | $606K | Buy |
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|
2016
Q2 | $496K | Buy |
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|
2016
Q1 | $404K | Sell |
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|
2015
Q4 | $345K | Buy |
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|
2015
Q3 | $325K | Sell |
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|
2015
Q2 | $663K | Sell |
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|
2015
Q1 | $691K | Buy |
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|
2014
Q4 | $501K | Buy |
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|
2014
Q3 | $397K | Buy |
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|
2014
Q2 | $376K | Buy |
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|
2014
Q1 | $329K | Buy |
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|
2013
Q4 | $256K | Buy |
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|
2013
Q3 | $198K | Buy |
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|
2013
Q2 | $148K | Buy |
|