JFS Wealth 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 | $13.3K | Sell |
330
-16
| -5% | -$645 | ﹤0.01% | 774 |
|
|
2025
Q1 | $13.9K | Sell |
346
-1,214
| -78% | -$48.7K | ﹤0.01% | 769 |
|
|
2024
Q4 | $57.3K | Buy |
1,560
+10
| +0.6% | +$368 | ﹤0.01% | 439 |
|
|
2024
Q3 | $53.7K | Buy |
1,550
+1,254
| +424% | +$43.5K | ﹤0.01% | 454 |
|
|
2024
Q2 | $8.53K | Sell |
296
-3
| -1% | -$86 | ﹤0.01% | 845 |
|
|
2024
Q1 | $8.27K | Sell |
299
-31
| -9% | -$858 | ﹤0.01% | 880 |
|
|
2023
Q4 | $8.76K | Buy |
330
+73
| +28% | +$1.94K | ﹤0.01% | 815 |
|
|
2023
Q3 | $6.34K | Sell |
257
-54
| -17% | -$1.33K | ﹤0.01% | 897 |
|
|
2023
Q2 | $8.51K | Sell |
311
-17
| -5% | -$465 | ﹤0.01% | 780 |
|
|
2023
Q1 | $9.17K | Buy |
328
+31
| +10% | +$867 | ﹤0.01% | 745 |
|
|
2022
Q4 | $8.14K | Buy |
297
+57
| +24% | +$1.56K | ﹤0.01% | 785 |
|
|
2022
Q3 | $6K | Buy |
240
+17
| +8% | +$425 | ﹤0.01% | 932 |
|
|
2022
Q2 | $7K | Buy |
223
+25
| +13% | +$785 | ﹤0.01% | 887 |
|
|
2022
Q1 | $6K | Buy |
198
+119
| +151% | +$3.61K | ﹤0.01% | 988 |
|
|
2021
Q4 | $2K | Buy |
+79
| New | +$2K | ﹤0.01% | 1117 |
|