Holistic Financial 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 | $502K | Buy |
12,446
+90
| +0.7% | +$3.63K | 0.22% | 54 |
|
|
2025
Q1 | $495K | Sell |
12,356
-2,474
| -17% | -$99.2K | 0.24% | 54 |
|
|
2024
Q4 | $545K | Sell |
14,830
-510
| -3% | -$18.7K | 0.27% | 48 |
|
|
2024
Q3 | $532K | Buy |
15,340
+48
| +0.3% | +$1.66K | 0.26% | 47 |
|
|
2024
Q2 | $441K | Sell |
15,292
-127
| -0.8% | -$3.66K | 0.22% | 55 |
|
|
2024
Q1 | $426K | Buy |
15,419
+15
| +0.1% | +$415 | 0.22% | 57 |
|
|
2023
Q4 | $409K | Buy |
15,404
+90
| +0.6% | +$2.39K | 0.25% | 54 |
|
|
2023
Q3 | $378K | Hold |
15,314
| – | – | 0.25% | 52 |
|
|
2023
Q2 | $419K | Hold |
15,314
| – | – | 0.29% | 46 |
|
|
2023
Q1 | $428K | Buy |
15,314
+141
| +0.9% | +$3.94K | 0.34% | 47 |
|
|
2022
Q4 | $416K | Buy |
15,173
+133
| +0.9% | +$3.65K | 0.37% | 44 |
|
|
2022
Q3 | $379K | Buy |
15,040
+112
| +0.8% | +$2.82K | 0.38% | 42 |
|
|
2022
Q2 | $440K | Buy |
14,928
+114
| +0.8% | +$3.36K | 0.42% | 40 |
|
|
2022
Q1 | $471K | Buy |
14,814
+122
| +0.8% | +$3.88K | 0.3% | 44 |
|
|
2021
Q4 | $406K | Buy |
14,692
+127
| +0.9% | +$3.51K | 0.24% | 60 |
|
|
2021
Q3 | $353K | Buy |
14,565
+124
| +0.9% | +$3.01K | 0.22% | 69 |
|
|
2021
Q2 | $354K | Buy |
14,441
+125
| +0.9% | +$3.06K | 0.21% | 68 |
|
|
2021
Q1 | $345K | Buy |
14,316
+141
| +1% | +$3.4K | 0.23% | 63 |
|
|
2020
Q4 | $325K | Buy |
14,175
+122
| +0.9% | +$2.8K | 0.22% | 63 |
|
|
2020
Q3 | $309K | Buy |
14,053
+127
| +0.9% | +$2.79K | 0.25% | 56 |
|
|
2020
Q2 | $317K | Buy |
13,926
+124
| +0.9% | +$2.82K | 0.27% | 45 |
|
|
2020
Q1 | $345K | Buy |
13,802
+96
| +0.7% | +$2.4K | 0.36% | 40 |
|
|
2019
Q4 | $382K | Buy |
13,706
+104
| +0.8% | +$2.9K | 0.23% | 56 |
|
|
2019
Q3 | $407K | Buy |
+13,602
| New | +$407K | 0.36% | 38 |
|
|
2019
Q2 | – | Sell |
-13,415
| Closed | -$384K | – | 99 |
|
|
2019
Q1 | $384K | Buy |
13,415
+102
| +0.8% | +$2.92K | 0.16% | 65 |
|
|
2018
Q4 | $337K | Buy |
13,313
+100
| +0.8% | +$2.53K | 0.35% | 34 |
|
|
2018
Q3 | $329K | Buy |
13,213
+94
| +0.7% | +$2.34K | 0.31% | 38 |
|
|
2018
Q2 | $345K | Buy |
13,119
+105
| +0.8% | +$2.76K | 0.39% | 22 |
|
|
2018
Q1 | $311K | Buy |
13,014
+108
| +0.8% | +$2.58K | 0.26% | 38 |
|
|
2017
Q4 | $331K | Buy |
+12,906
| New | +$331K | 0.27% | 41 |
|