IFP Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
1,309
-2,874
| -69% | -$563K | 0.01% | 1142 |
|
|
2025
Q1 | $179K | Buy |
4,183
+109
| +3% | +$4.66K | 0.01% | 1231 |
|
|
2024
Q4 | $160K | Buy |
4,074
+67
| +2% | +$2.63K | 0.01% | 1240 |
|
|
2024
Q3 | $139K | Buy |
4,007
+89
| +2% | +$3.08K | 0.01% | 1265 |
|
|
2024
Q2 | $113K | Sell |
3,918
-2,472
| -39% | -$71.2K | ﹤0.01% | 1312 |
|
|
2024
Q1 | $177K | Sell |
6,390
-2,204
| -26% | -$61K | 0.01% | 1059 |
|
|
2023
Q4 | $228K | Sell |
8,594
-5,442
| -39% | -$144K | 0.01% | 892 |
|
|
2023
Q3 | $346K | Buy |
14,036
+777
| +6% | +$19.2K | 0.02% | 726 |
|
|
2023
Q2 | $363K | Buy |
13,259
+368
| +3% | +$10.1K | 0.02% | 770 |
|
|
2023
Q1 | $328K | Sell |
12,891
-2,768
| -18% | -$70.5K | 0.01% | 743 |
|
|
2022
Q4 | $398K | Buy |
15,659
+11,067
| +241% | +$281K | 0.01% | 999 |
|
|
2022
Q3 | $119K | Buy |
4,592
+1,527
| +50% | +$39.6K | ﹤0.01% | 1735 |
|
|
2022
Q2 | $81K | Hold |
3,065
| – | – | ﹤0.01% | 1827 |
|
|
2022
Q1 | $81K | Buy |
3,065
+2,108
| +220% | +$55.7K | ﹤0.01% | 1827 |
|
|
2021
Q4 | $28K | Hold |
957
| – | – | ﹤0.01% | 1767 |
|
|
2021
Q3 | $25K | Hold |
957
| – | – | ﹤0.01% | 1838 |
|
|
2021
Q2 | $24K | Buy |
957
+21
| +2% | +$527 | ﹤0.01% | 1850 |
|
|
2021
Q1 | $23K | Sell |
936
-9,936
| -91% | -$244K | ﹤0.01% | 1790 |
|
|
2020
Q4 | $253K | Sell |
10,872
-370
| -3% | -$8.61K | 0.01% | 717 |
|
|
2020
Q3 | $248K | Buy |
11,242
+173
| +2% | +$3.82K | 0.01% | 632 |
|
|
2020
Q2 | $254K | Buy |
11,069
+1,800
| +19% | +$41.3K | 0.02% | 584 |
|
|
2020
Q1 | $227K | Buy |
9,269
+167
| +2% | +$4.09K | 0.02% | 534 |
|
|
2019
Q4 | $248K | Buy |
9,102
+2,135
| +31% | +$58.2K | 0.02% | 604 |
|
|
2019
Q3 | $214K | Buy |
+6,967
| New | +$214K | 0.01% | 746 |
|
|
2019
Q1 | $130K | Sell |
4,620
-5,407
| -54% | -$152K | 0.02% | 600 |
|
|
2018
Q4 | $255K | Sell |
10,027
-12,803
| -56% | -$326K | 0.02% | 771 |
|
|
2018
Q3 | $569K | Buy |
22,830
+930
| +4% | +$23.2K | 0.02% | 625 |
|
|
2018
Q2 | $576K | Sell |
21,900
-729
| -3% | -$19.2K | 0.02% | 603 |
|
|
2018
Q1 | $581K | Hold |
22,629
| – | – | 0.03% | 562 |
|
|
2017
Q4 | $581K | Sell |
22,629
-24,561
| -52% | -$631K | 0.03% | 559 |
|
|
2017
Q3 | $1.21M | Sell |
47,190
-687
| -1% | -$17.6K | 0.05% | 388 |
|
|
2017
Q2 | $1.21M | Sell |
47,877
-165
| -0.3% | -$4.18K | 0.05% | 375 |
|
|
2017
Q1 | $1.14M | Sell |
48,042
-97
| -0.2% | -$2.31K | 0.05% | 390 |
|
|
2016
Q4 | $1.07M | Sell |
48,139
-292
| -0.6% | -$6.47K | 0.05% | 362 |
|
|
2016
Q3 | $1.17M | Sell |
48,431
-1,863
| -4% | -$44.9K | 0.06% | 321 |
|
|
2016
Q2 | $1.33M | Buy |
50,294
+45,674
| +989% | +$1.21M | 0.07% | 292 |
|
|
2016
Q1 | $130K | Sell |
4,620
-13,097
| -74% | -$369K | 0.02% | 600 |
|
|
2015
Q4 | $346K | Buy |
+17,717
| New | +$346K | 0.02% | 600 |
|