Sequoia Financial Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
47,399
+19,211
| +68% | +$775K | 0.01% | 486 |
|
|
2025
Q1 | $1.13M | Sell |
28,188
-134,856
| -83% | -$5.41M | 0.01% | 574 |
|
|
2024
Q4 | $5.99M | Sell |
163,044
-14,416
| -8% | -$530K | 0.06% | 236 |
|
|
2024
Q3 | $6.15M | Sell |
177,460
-15,828
| -8% | -$548K | 0.07% | 198 |
|
|
2024
Q2 | $5.57M | Sell |
193,288
-24,358
| -11% | -$702K | 0.07% | 179 |
|
|
2024
Q1 | $6.02M | Sell |
217,646
-6,129
| -3% | -$170K | 0.07% | 178 |
|
|
2023
Q4 | $5.94M | Sell |
223,775
-207
| -0.1% | -$5.5K | 0.07% | 196 |
|
|
2023
Q3 | $5.53M | Sell |
223,982
-18,261
| -8% | -$451K | 0.1% | 145 |
|
|
2023
Q2 | $6.63M | Sell |
242,243
-86,140
| -26% | -$2.36M | 0.11% | 133 |
|
|
2023
Q1 | $9.18M | Buy |
328,383
+10,269
| +3% | +$287K | 0.2% | 96 |
|
|
2022
Q4 | $8.72M | Buy |
318,114
+104,011
| +49% | +$2.85M | 0.21% | 98 |
|
|
2022
Q3 | $5.39M | Buy |
214,103
+28,498
| +15% | +$718K | 0.17% | 110 |
|
|
2022
Q2 | $5.47M | Buy |
185,605
+44,260
| +31% | +$1.31M | 0.15% | 108 |
|
|
2022
Q1 | $4.5M | Buy |
141,345
+28,767
| +26% | +$915K | 0.11% | 125 |
|
|
2021
Q4 | $3.11M | Buy |
+112,578
| New | +$3.11M | 0.08% | 142 |
|