River 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 | – | Sell |
-25,807
| Closed | -$949K | – | 205 |
|
|
2024
Q4 | $949K | Sell |
25,807
-2,098
| -8% | -$77.1K | 0.13% | 115 |
|
|
2024
Q3 | $967K | Sell |
27,905
-2,808
| -9% | -$97.3K | 0.13% | 112 |
|
|
2024
Q2 | $885K | Sell |
30,713
-5,358
| -15% | -$154K | 0.13% | 109 |
|
|
2024
Q1 | $998K | Sell |
36,071
-12,118
| -25% | -$335K | 0.15% | 111 |
|
|
2023
Q4 | $1.28M | Sell |
48,189
-819
| -2% | -$21.7K | 0.2% | 100 |
|
|
2023
Q3 | $1.21M | Buy |
49,008
+6,187
| +14% | +$153K | 0.22% | 98 |
|
|
2023
Q2 | $1.17M | Buy |
42,821
+8,079
| +23% | +$221K | 0.2% | 108 |
|
|
2023
Q1 | $971K | Buy |
34,742
+10,560
| +44% | +$295K | 0.18% | 114 |
|
|
2022
Q4 | $663K | Buy |
+24,182
| New | +$663K | 0.13% | 131 |
|