SageView Advisory Group’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Sell |
10,989
-42
| -0.4% | -$1.73K | 0.02% | 393 |
|
|
2025
Q1 | $442K | Sell |
11,031
-752
| -6% | -$30.1K | 0.02% | 373 |
|
|
2024
Q4 | $433K | Buy |
11,783
+826
| +8% | +$30.4K | 0.02% | 370 |
|
|
2024
Q3 | $380K | Sell |
10,957
-279
| -2% | -$9.67K | 0.02% | 344 |
|
|
2024
Q2 | $324K | Buy |
+11,236
| New | +$324K | 0.02% | 412 |
|
|
2024
Q1 | – | Sell |
-21,996
| Closed | -$575K | – | 707 |
|
|
2023
Q4 | $575K | Buy |
21,996
+9,070
| +70% | +$237K | 0.02% | 365 |
|
|
2023
Q3 | $319K | Sell |
12,926
-1,383
| -10% | -$34.1K | 0.02% | 411 |
|
|
2023
Q2 | $391K | Buy |
14,309
+1,785
| +14% | +$48.8K | 0.02% | 394 |
|
|
2023
Q1 | $350K | Buy |
+12,524
| New | +$350K | 0.02% | 361 |
|