HBK Sorce Advisory’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
9,613
+49
| +0.5% | +$1.98K | 0.01% | 395 |
|
|
2025
Q1 | $383K | Buy |
9,564
+10
| +0.1% | +$401 | 0.01% | 388 |
|
|
2024
Q4 | $351K | Buy |
9,554
+6
| +0.1% | +$221 | 0.01% | 412 |
|
|
2024
Q3 | $331K | Sell |
9,548
-10
| -0.1% | -$347 | 0.01% | 429 |
|
|
2024
Q2 | $275K | Buy |
9,558
+12
| +0.1% | +$346 | 0.01% | 462 |
|
|
2024
Q1 | $264K | Buy |
+9,546
| New | +$264K | 0.01% | 484 |
|