Everhart Financial 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 | $1.23M | Buy |
30,614
+590
| +2% | +$23.8K | 0.14% | 99 |
|
|
2025
Q1 | $1.2M | Buy |
30,024
+801
| +3% | +$32.1K | 0.16% | 88 |
|
|
2024
Q4 | $1.07M | Buy |
29,223
+1,142
| +4% | +$42K | 0.22% | 91 |
|
|
2024
Q3 | $973K | Buy |
28,081
+2,979
| +12% | +$103K | 0.22% | 107 |
|
|
2024
Q2 | $723K | Buy |
25,102
+6,811
| +37% | +$196K | 0.19% | 112 |
|
|
2024
Q1 | $506K | Buy |
18,291
+9,378
| +105% | +$259K | 0.15% | 144 |
|
|
2023
Q4 | $237K | Sell |
8,913
-4,345
| -33% | -$115K | 0.08% | 214 |
|
|
2023
Q3 | $327K | Buy |
13,258
+1,446
| +12% | +$35.7K | 0.14% | 145 |
|
|
2023
Q2 | $323K | Buy |
11,812
+2,260
| +24% | +$61.8K | 0.13% | 151 |
|
|
2023
Q1 | $267K | Buy |
+9,552
| New | +$267K | 0.12% | 153 |
|
|
2022
Q3 | – | Sell |
-7,251
| Closed | -$214K | – | 213 |
|
|
2022
Q2 | $214K | Buy |
+7,251
| New | +$214K | 0.13% | 167 |
|