HM Payson & Co’s NiSource NI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $149K | Sell |
3,721
-179
| -5% | -$7.18K | ﹤0.01% | 463 |
|
2024
Q4 | $143K | Sell |
3,900
-21
| -0.5% | -$772 | ﹤0.01% | 474 |
|
2024
Q3 | $136K | Buy |
3,921
+8
| +0.2% | +$277 | ﹤0.01% | 478 |
|
2024
Q2 | $113K | Sell |
3,913
-450
| -10% | -$13K | ﹤0.01% | 484 |
|
2024
Q1 | $121K | Hold |
4,363
| – | – | ﹤0.01% | 476 |
|
2023
Q4 | $116K | Hold |
4,363
| – | – | ﹤0.01% | 474 |
|
2023
Q3 | $108K | Hold |
4,363
| – | – | ﹤0.01% | 471 |
|
2023
Q2 | $119K | Buy |
4,363
+200
| +5% | +$5.47K | ﹤0.01% | 449 |
|
2023
Q1 | $116K | Hold |
4,163
| – | – | ﹤0.01% | 449 |
|
2022
Q4 | $114K | Hold |
4,163
| – | – | ﹤0.01% | 443 |
|
2022
Q3 | $105K | Hold |
4,163
| – | – | ﹤0.01% | 462 |
|
2022
Q2 | $123K | Hold |
4,163
| – | – | ﹤0.01% | 448 |
|
2022
Q1 | $132K | Buy |
4,163
+700
| +20% | +$22.2K | ﹤0.01% | 453 |
|
2021
Q4 | $96K | Hold |
3,463
| – | – | ﹤0.01% | 503 |
|
2021
Q3 | $84K | Hold |
3,463
| – | – | ﹤0.01% | 511 |
|
2021
Q2 | $85K | Hold |
3,463
| – | – | ﹤0.01% | 504 |
|
2021
Q1 | $83K | Hold |
3,463
| – | – | ﹤0.01% | 517 |
|
2020
Q4 | $79K | Hold |
3,463
| – | – | ﹤0.01% | 513 |
|
2020
Q3 | $76K | Hold |
3,463
| – | – | ﹤0.01% | 488 |
|
2020
Q2 | $79K | Hold |
3,463
| – | – | ﹤0.01% | 460 |
|
2020
Q1 | $86K | Hold |
3,463
| – | – | ﹤0.01% | 421 |
|
2019
Q4 | $96K | Hold |
3,463
| – | – | ﹤0.01% | 474 |
|
2019
Q3 | $104K | Hold |
3,463
| – | – | ﹤0.01% | 471 |
|
2019
Q2 | $100K | Buy |
+3,463
| New | +$100K | ﹤0.01% | 490 |
|