EverSource Wealth Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
6,267
+2,135
| +52% | +$86.1K | 0.01% | 754 |
|
|
2025
Q1 | $166K | Buy |
4,132
+1,930
| +88% | +$77.4K | 0.01% | 725 |
|
|
2024
Q4 | $80.9K | Buy |
2,202
+1,705
| +343% | +$62.7K | ﹤0.01% | 979 |
|
|
2024
Q3 | $17.2K | Buy |
497
+148
| +42% | +$5.13K | ﹤0.01% | 1571 |
|
|
2024
Q2 | $10.9K | Buy |
349
+36
| +12% | +$1.13K | ﹤0.01% | 1805 |
|
|
2024
Q1 | $8.72K | Sell |
313
-63
| -17% | -$1.76K | ﹤0.01% | 1763 |
|
|
2023
Q4 | $9.98K | Sell |
376
-7
| -2% | -$186 | ﹤0.01% | 1557 |
|
|
2023
Q3 | $9.46K | Sell |
383
-451
| -54% | -$11.1K | ﹤0.01% | 1443 |
|
|
2023
Q2 | $22.8K | Sell |
834
-193
| -19% | -$5.28K | ﹤0.01% | 1105 |
|
|
2023
Q1 | $28.7K | Buy |
1,027
+96
| +10% | +$2.69K | ﹤0.01% | 963 |
|
|
2022
Q4 | $25.5K | Sell |
931
-317
| -25% | -$8.7K | ﹤0.01% | 988 |
|
|
2022
Q3 | $32K | Buy |
1,248
+808
| +184% | +$20.7K | 0.01% | 752 |
|
|
2022
Q2 | $13K | Buy |
440
+281
| +177% | +$8.3K | ﹤0.01% | 964 |
|
|
2022
Q1 | $5K | Sell |
159
-580
| -78% | -$18.2K | ﹤0.01% | 1271 |
|
|
2021
Q4 | $20K | Buy |
+739
| New | +$20K | 0.01% | 689 |
|