Richardson Financial Services’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Sell |
4,974
-100
| -2% | -$4.01K | 0.13% | 149 |
|
|
2025
Q1 | $203K | Sell |
5,074
-205
| -4% | -$8.22K | 0.15% | 139 |
|
|
2024
Q4 | $194K | Sell |
5,279
-359
| -6% | -$13.2K | 0.14% | 139 |
|
|
2024
Q3 | $162K | Hold |
5,638
| – | – | 0.1% | 166 |
|
|
2024
Q2 | $162K | Sell |
5,638
-410
| -7% | -$11.8K | 0.12% | 156 |
|
|
2024
Q1 | $167K | Buy |
6,048
+515
| +9% | +$14.2K | 0.12% | 158 |
|
|
2023
Q4 | $147K | Buy |
+5,533
| New | +$147K | 0.13% | 150 |
|