Kestra Advisory Services’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
7,119
+1,045
| +17% | +$42.2K | ﹤0.01% | 2380 |
|
|
2025
Q1 | $244K | Sell |
6,074
-364
| -6% | -$14.6K | ﹤0.01% | 2331 |
|
|
2024
Q4 | $237K | Sell |
6,438
-1,451
| -18% | -$53.3K | ﹤0.01% | 2380 |
|
|
2024
Q3 | $273K | Sell |
7,889
-1,159
| -13% | -$40.2K | ﹤0.01% | 2144 |
|
|
2024
Q2 | $261K | Buy |
9,048
+1,508
| +20% | +$43.4K | ﹤0.01% | 2199 |
|
|
2024
Q1 | $209K | Buy |
+7,540
| New | +$209K | ﹤0.01% | 2246 |
|
|
2023
Q4 | – | Sell |
-8,392
| Closed | -$207K | – | 2316 |
|
|
2023
Q3 | $207K | Buy |
+8,392
| New | +$207K | ﹤0.01% | 1913 |
|
|
2023
Q1 | – | Sell |
-11,770
| Closed | -$323K | – | 2239 |
|
|
2022
Q4 | $323K | Buy |
+11,770
| New | +$323K | ﹤0.01% | 1687 |
|
|
2022
Q3 | – | Sell |
-8,202
| Closed | -$242K | – | 2196 |
|
|
2022
Q2 | $242K | Buy |
+8,202
| New | +$242K | ﹤0.01% | 1777 |
|