Newbridge Financial Services Group’s NiSource NI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.58M	Sell	55,248 -1,134	-2%	-$51.1K	0.42%	59
2025 Q4	$2.35M	Buy	56,382 +531	+1%	+$22.7K	0.37%	60
2025 Q3	$2.42M	Buy	55,851 +9,823	+21%	+$407K	0.36%	62
2025 Q2	$1.86M	Buy	46,028 +25,117	+120%	+$985K	0.3%	69
2025 Q1	$838K	Buy	20,911 +9,031	+76%	+$348K	0.2%	94
2024 Q4	$437K	Buy	+11,880	New	+$427K	0.11%	127
2023 Q2	–	Sell	-62	Closed	-$1.73K	–	1415
2023 Q1	$1.73K	Sell	62 -147	-70%	-$4.02K	﹤0.01%	1215
2022 Q4	$5.73K	Buy	209 +1	+0.5%	+$26	﹤0.01%	1035
2022 Q3	$5K	Buy	208 +1	+0.5%	+$29	﹤0.01%	1049
2022 Q2	$6K	Buy	207 +145	+234%	+$4.39K	﹤0.01%	980
2022 Q1	$2K	Sell	62 -22	-26%	-$639	﹤0.01%	1305
2021 Q4	$2K	Buy	84 +22	+35%	+$560	﹤0.01%	1252
2021 Q3	$2K	Hold	62	–	–	﹤0.01%	1188
2021 Q2	$2K	Hold	62	–	–	﹤0.01%	1289
2021 Q1	$1K	Hold	62	–	–	﹤0.01%	1297
2020 Q4	$1K	Hold	62	–	–	﹤0.01%	1044
2020 Q3	$1K	Buy	+62	New	+$1.44K	﹤0.01%	985