Personal CFO Solutions’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,911
| Closed | -$217K | – | 483 |
|
|
2024
Q4 | $217K | Sell |
5,911
-2,256
| -28% | -$82.9K | 0.04% | 420 |
|
|
2024
Q3 | $283K | Buy |
8,167
+10
| +0.1% | +$347 | 0.04% | 442 |
|
|
2024
Q2 | $235K | Buy |
8,157
+195
| +2% | +$5.62K | 0.04% | 452 |
|
|
2024
Q1 | $220K | Buy |
7,962
+269
| +3% | +$7.44K | 0.03% | 497 |
|
|
2023
Q4 | $204K | Buy |
+7,693
| New | +$204K | 0.04% | 490 |
|