ONSWM
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Old North State Wealth Management’s NiSource NI Stock Holding History

Old North State Wealth Management’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,185
Closed -$375K – 113
2024
Q4 		$375K Buy
10,185
+1,269
+14% +$46.7K 0.21% 75
2024
Q3 		$309K Buy
+8,916
New +$309K 0.17% 83