Sound Income Strategies’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202 | Buy |
+5
| New | +$202 | ﹤0.01% | 1526 |
|
|
2025
Q1 | – | Sell |
-3,969
| Closed | -$146K | – | 1601 |
|
|
2024
Q4 | $146K | Hold |
3,969
| – | – | 0.01% | 300 |
|
|
2024
Q3 | $138K | Hold |
3,969
| – | – | 0.01% | 294 |
|
|
2024
Q2 | $114K | Sell |
3,969
-524
| -12% | -$15.1K | 0.01% | 311 |
|
|
2024
Q1 | $124K | Buy |
4,493
+449
| +11% | +$12.4K | 0.01% | 273 |
|
|
2023
Q4 | $107K | Buy |
4,044
+75
| +2% | +$1.99K | 0.01% | 274 |
|
|
2023
Q3 | $98K | Hold |
3,969
| – | – | 0.01% | 213 |
|
|
2023
Q2 | $109K | Hold |
3,969
| – | – | 0.01% | 202 |
|
|
2023
Q1 | $111K | Hold |
3,969
| – | – | 0.01% | 189 |
|
|
2022
Q4 | $109K | Hold |
3,969
| – | – | 0.01% | 184 |
|
|
2022
Q3 | $100K | Sell |
3,969
-17
| -0.4% | -$428 | 0.01% | 171 |
|
|
2022
Q2 | $118K | Hold |
3,986
| – | – | 0.02% | 161 |
|
|
2022
Q1 | $127K | Buy |
3,986
+17
| +0.4% | +$542 | 0.01% | 155 |
|
|
2021
Q4 | $110K | Hold |
3,969
| – | – | 0.01% | 169 |
|
|
2021
Q3 | $96K | Hold |
3,969
| – | – | 0.01% | 174 |
|
|
2021
Q2 | $97K | Hold |
3,969
| – | – | 0.01% | 172 |
|
|
2021
Q1 | $95.7K | Buy |
+3,969
| New | +$95.7K | 0.02% | 173 |
|