HF Advisory Group’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Buy
50,548
+6,910
+16% +$279K 0.81% 46
2025
Q1
$1.75M Sell
43,638
-1,884
-4% -$75.5K 0.76% 46
2024
Q4
$1.67M Sell
45,522
-14,225
-24% -$523K 0.77% 45
2024
Q3
$2.07M Buy
59,747
+536
+0.9% +$18.6K 0.96% 32
2024
Q2
$1.71M Sell
59,211
-1,525
-3% -$43.9K 0.88% 39
2024
Q1
$1.68M Buy
60,736
+2,024
+3% +$56K 0.94% 35
2023
Q4
$1.56M Buy
+58,712
New +$1.56M 1% 34