Everhart Financial Group’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.36M | Buy |
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|
2025
Q2 | $1.23M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $973K | Buy |
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|
2024
Q2 | $723K | Buy |
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|
2024
Q1 | $506K | Buy |
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|
2023
Q4 | $237K | Sell |
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|
2023
Q3 | $327K | Buy |
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|
2023
Q2 | $323K | Buy |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Buy |
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