PDS Planning’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $262K | Buy |
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|
2025
Q2 | $243K | Buy |
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|
2025
Q1 | $234K | Buy |
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|
2024
Q4 | $211K | Sell |
|
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|
2024
Q3 | $262K | Buy |
|
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|
2024
Q2 | $216K | Buy |
|
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|
2024
Q1 | $206K | Sell |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $219K | Buy |
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|
2023
Q2 | $235K | Buy |
|
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $477K | Buy |
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|
2022
Q3 | $437K | Sell |
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|
2022
Q2 | $512K | Buy |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $398K | Sell |
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|
2021
Q3 | $358K | Buy |
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|
2021
Q2 | $362K | Sell |
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|
2021
Q1 | $356K | Buy |
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|
2020
Q4 | $285K | Sell |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $285K | Sell |
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|
2020
Q1 | $319K | Hold |
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|
2019
Q4 | $355K | Buy |
|