Regent Peak Wealth Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $341K | Sell |
8,498
-49
| -0.6% | -$1.96K | 0.08% | 109 |
|
|
2024
Q4 | $314K | Buy |
8,547
+10
| +0.1% | +$368 | 0.07% | 119 |
|
|
2024
Q3 | $296K | Buy |
8,537
+10
| +0.1% | +$346 | 0.07% | 125 |
|
|
2024
Q2 | $246K | Buy |
8,527
+45
| +0.5% | +$1.3K | 0.06% | 140 |
|
|
2024
Q1 | $235K | Sell |
8,482
-17
| -0.2% | -$470 | 0.06% | 141 |
|
|
2023
Q4 | $226K | Buy |
8,499
+12
| +0.1% | +$319 | 0.06% | 142 |
|
|
2023
Q3 | $209K | Buy |
8,487
+17
| +0.2% | +$420 | 0.06% | 140 |
|
|
2023
Q2 | $232K | Buy |
8,470
+13
| +0.2% | +$356 | 0.07% | 131 |
|
|
2023
Q1 | $236K | Buy |
8,457
+17
| +0.2% | +$475 | 0.07% | 131 |
|
|
2022
Q4 | $231K | Buy |
8,440
+54
| +0.6% | +$1.48K | 0.08% | 142 |
|
|
2022
Q3 | $211K | Buy |
8,386
+9
| +0.1% | +$226 | 0.07% | 139 |
|
|
2022
Q2 | $247K | Buy |
+8,377
| New | +$247K | 0.08% | 132 |
|
|
2021
Q1 | – | Sell |
-189
| Closed | -$4K | – | 683 |
|
|
2020
Q4 | $4K | Buy |
+189
| New | +$4K | ﹤0.01% | 706 |
|