PDS Planning’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
6,024
+199
| +3% | +$8.03K | 0.02% | 421 |
|
|
2025
Q1 | $234K | Buy |
5,825
+89
| +2% | +$3.57K | 0.02% | 391 |
|
|
2024
Q4 | $211K | Sell |
5,736
-1,827
| -24% | -$67.2K | 0.02% | 391 |
|
|
2024
Q3 | $262K | Buy |
7,563
+75
| +1% | +$2.6K | 0.02% | 337 |
|
|
2024
Q2 | $216K | Buy |
7,488
+25
| +0.3% | +$720 | 0.02% | 342 |
|
|
2024
Q1 | $206K | Sell |
7,463
-1,188
| -14% | -$32.9K | 0.02% | 354 |
|
|
2023
Q4 | $230K | Sell |
8,651
-209
| -2% | -$5.55K | 0.03% | 299 |
|
|
2023
Q3 | $219K | Buy |
8,860
+271
| +3% | +$6.69K | 0.03% | 283 |
|
|
2023
Q2 | $235K | Buy |
8,589
+69
| +0.8% | +$1.89K | 0.03% | 260 |
|
|
2023
Q1 | $238K | Sell |
8,520
-8,891
| -51% | -$249K | 0.03% | 238 |
|
|
2022
Q4 | $477K | Buy |
17,411
+64
| +0.4% | +$1.76K | 0.08% | 98 |
|
|
2022
Q3 | $437K | Sell |
17,347
-13
| -0.1% | -$327 | 0.08% | 93 |
|
|
2022
Q2 | $512K | Buy |
17,360
+1,903
| +12% | +$56.1K | 0.09% | 92 |
|
|
2022
Q1 | $492K | Buy |
15,457
+1,053
| +7% | +$33.5K | 0.09% | 93 |
|
|
2021
Q4 | $398K | Sell |
14,404
-378
| -3% | -$10.4K | 0.08% | 108 |
|
|
2021
Q3 | $358K | Buy |
14,782
+21
| +0.1% | +$509 | 0.08% | 115 |
|
|
2021
Q2 | $362K | Sell |
14,761
-20
| -0.1% | -$490 | 0.09% | 111 |
|
|
2021
Q1 | $356K | Buy |
14,781
+2,345
| +19% | +$56.5K | 0.1% | 103 |
|
|
2020
Q4 | $285K | Sell |
12,436
-50
| -0.4% | -$1.15K | 0.1% | 112 |
|
|
2020
Q3 | $275K | Sell |
12,486
-65
| -0.5% | -$1.43K | 0.11% | 102 |
|
|
2020
Q2 | $285K | Sell |
12,551
-207
| -2% | -$4.7K | 0.13% | 92 |
|
|
2020
Q1 | $319K | Hold |
12,758
| – | – | 0.2% | 69 |
|
|
2019
Q4 | $355K | Buy |
+12,758
| New | +$355K | 0.22% | 66 |
|