Regent Peak Wealth Advisors’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 | $371K | Buy |
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|
2025
Q1 | $341K | Sell |
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|
2024
Q4 | $314K | Buy |
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|
2024
Q3 | $296K | Buy |
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|
2024
Q2 | $246K | Buy |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | $209K | Buy |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $231K | Buy |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | $247K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4K | Buy |
|