SOA 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 | $2.11K | Buy |
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|
2025
Q2 | $1.95K | Hold |
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|
2025
Q1 | $1.93K | Hold |
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|
2024
Q4 | $1.76K | Buy |
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|
2024
Q3 | $1.64K | Hold |
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|
2024
Q2 | $1.35K | Hold |
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|
2024
Q1 | $1.29K | Buy |
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|
2023
Q4 | $1.23K | Hold |
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|
2023
Q3 | $1.13K | Buy |
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|
2023
Q2 | $1.24K | Hold |
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|
2023
Q1 | $1.25K | Buy |
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|
2022
Q4 | $1.22K | Hold |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $11K | Buy |
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|
2021
Q3 | $9K | Sell |
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|
2021
Q2 | $9K | Buy |
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|
2021
Q1 | $6K | Buy |
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|
2020
Q4 | $5K | Buy |
|