HB Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Sell |
13,219
-205
| -2% | -$8.27K | ﹤0.01% | 699 |
|
|
2025
Q1 | $538K | Buy |
13,424
+4,467
| +50% | +$179K | ﹤0.01% | 719 |
|
|
2024
Q4 | $329K | Buy |
8,957
+1,885
| +27% | +$69.3K | ﹤0.01% | 761 |
|
|
2024
Q3 | $245K | Buy |
+7,072
| New | +$245K | ﹤0.01% | 820 |
|
|
2023
Q4 | – | Sell |
-9,110
| Closed | -$225K | – | 814 |
|
|
2023
Q3 | $225K | Buy |
+9,110
| New | +$225K | ﹤0.01% | 667 |
|