Global Retirement Partners’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
+2,664
| New | +$107K | ﹤0.01% | 1395 |
|
|
2024
Q4 | $82.3K | Buy |
2,239
+184
| +9% | +$6.76K | ﹤0.01% | 1373 |
|
|
2024
Q3 | $71.2K | Sell |
2,055
-334
| -14% | -$11.6K | ﹤0.01% | 1390 |
|
|
2024
Q2 | $68.8K | Buy |
2,389
+394
| +20% | +$11.4K | ﹤0.01% | 1364 |
|
|
2024
Q1 | $55.2K | Sell |
1,995
-31
| -2% | -$857 | ﹤0.01% | 1371 |
|
|
2023
Q4 | $53.2K | Buy |
2,026
+328
| +19% | +$8.62K | ﹤0.01% | 1332 |
|
|
2023
Q3 | $40.8K | Buy |
1,698
+497
| +41% | +$11.9K | ﹤0.01% | 1363 |
|
|
2023
Q2 | $32.8K | Buy |
1,201
+4
| +0.3% | +$109 | ﹤0.01% | 1461 |
|
|
2023
Q1 | $33.7K | Buy |
1,197
+1,077
| +898% | +$30.3K | ﹤0.01% | 1409 |
|
|
2022
Q4 | $3.29K | Hold |
120
| – | – | ﹤0.01% | 2175 |
|
|
2022
Q3 | $3K | Sell |
120
-4
| -3% | -$100 | ﹤0.01% | 2122 |
|
|
2022
Q2 | $4K | Hold |
124
| – | – | ﹤0.01% | 1971 |
|
|
2022
Q1 | $4K | Buy |
+124
| New | +$4K | ﹤0.01% | 1972 |
|
|
2021
Q4 | – | Sell |
-110
| Closed | -$3K | – | 1243 |
|
|
2021
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 1761 |
|
|
2021
Q2 | $3K | Hold |
110
| – | – | ﹤0.01% | 1680 |
|
|
2021
Q1 | $3K | Sell |
110
-409
| -79% | -$11.2K | ﹤0.01% | 1590 |
|
|
2020
Q4 | $12K | Sell |
519
-4
| -0.8% | -$92 | ﹤0.01% | 1209 |
|
|
2020
Q3 | $12K | Buy |
523
+30
| +6% | +$688 | ﹤0.01% | 1093 |
|
|
2020
Q2 | $11K | Hold |
493
| – | – | ﹤0.01% | 1087 |
|
|
2020
Q1 | $12K | Buy |
493
+30
| +6% | +$730 | ﹤0.01% | 980 |
|
|
2019
Q4 | $13K | Sell |
463
-67
| -13% | -$1.88K | ﹤0.01% | 1094 |
|
|
2019
Q3 | $16K | Buy |
530
+4
| +0.8% | +$121 | ﹤0.01% | 990 |
|
|
2019
Q2 | $15K | Hold |
526
| – | – | ﹤0.01% | 1010 |
|
|
2019
Q1 | $15K | Hold |
526
| – | – | ﹤0.01% | 924 |
|
|
2018
Q4 | $13K | Buy |
526
+142
| +37% | +$3.51K | ﹤0.01% | 892 |
|
|
2018
Q3 | $10K | Buy |
384
+274
| +249% | +$7.14K | ﹤0.01% | 1034 |
|
|
2018
Q2 | $3K | Sell |
110
-300
| -73% | -$8.18K | ﹤0.01% | 1319 |
|
|
2018
Q1 | $10K | Buy |
410
+300
| +273% | +$7.32K | ﹤0.01% | 972 |
|
|
2017
Q4 | $3K | Buy |
+110
| New | +$3K | ﹤0.01% | 1234 |
|