EverSource Wealth Advisors’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 | $253K | Buy |
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|
2025
Q1 | $166K | Buy |
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|
2024
Q4 | $80.9K | Buy |
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|
2024
Q3 | $17.2K | Buy |
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|
2024
Q2 | $10.9K | Buy |
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|
2024
Q1 | $8.72K | Sell |
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|
2023
Q4 | $9.98K | Sell |
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|
2023
Q3 | $9.46K | Sell |
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|
2023
Q2 | $22.8K | Sell |
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|
2023
Q1 | $28.7K | Buy |
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|
2022
Q4 | $25.5K | Sell |
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|
2022
Q3 | $32K | Buy |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $20K | Buy |
|