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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.3K | Hold |
49
| – | – | ﹤0.01% | 701 |
|
|
2025
Q4 | $2.05K | Hold |
49
| – | – | ﹤0.01% | 718 |
|
|
2025
Q3 | $2.11K | Buy |
49
+1
| +2% | +$41 | ﹤0.01% | 722 |
|
|
2025
Q2 | $1.95K | Hold |
48
| – | – | ﹤0.01% | 716 |
|
|
2025
Q1 | $1.93K | Hold |
48
| – | – | ﹤0.01% | 704 |
|
|
2024
Q4 | $1.76K | Buy |
48
+1
| +2% | +$36 | ﹤0.01% | 699 |
|
|
2024
Q3 | $1.64K | Hold |
47
| – | – | ﹤0.01% | 688 |
|
|
2024
Q2 | $1.35K | Hold |
47
| – | – | ﹤0.01% | 706 |
|
|
2024
Q1 | $1.29K | Buy |
47
+1
| +2% | +$26 | ﹤0.01% | 746 |
|
|
2023
Q4 | $1.23K | Hold |
46
| – | – | ﹤0.01% | 740 |
|
|
2023
Q3 | $1.13K | Buy |
46
+1
| +2% | +$27 | ﹤0.01% | 764 |
|
|
2023
Q2 | $1.24K | Hold |
45
| – | – | ﹤0.01% | 768 |
|
|
2023
Q1 | $1.25K | Buy |
45
+1
| +2% | +$27 | ﹤0.01% | 776 |
|
|
2022
Q4 | $1.22K | Hold |
44
| – | – | ﹤0.01% | 780 |
|
|
2022
Q3 | $1K | Sell |
44
-28
| -39% | -$825 | ﹤0.01% | 787 |
|
|
2022
Q2 | $2K | Sell |
72
-328
| -82% | -$9.93K | ﹤0.01% | 707 |
|
|
2022
Q1 | $12K | Hold |
400
| – | – | ﹤0.01% | 559 |
|
|
2021
Q4 | $11K | Buy |
400
+1
| +0.3% | +$25 | ﹤0.01% | 552 |
|
|
2021
Q3 | $9K | Sell |
399
-5
| -1% | -$125 | ﹤0.01% | 615 |
|
|
2021
Q2 | $9K | Buy |
404
+152
| +60% | +$3.87K | ﹤0.01% | 594 |
|
|
2021
Q1 | $6K | Buy |
252
+8
| +3% | +$180 | ﹤0.01% | 599 |
|
|
2020
Q4 | $5K | Buy |
+244
| New | +$5.71K | ﹤0.01% | 613 |
|
Other funds holding NI
VCM
VPM
