Sowell Financial Services’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
5,785
-797
| -12% | -$32.2K | 0.01% | 895 |
|
|
2025
Q1 | $264K | Buy |
+6,582
| New | +$264K | 0.01% | 820 |
|
|
2023
Q2 | – | Sell |
-7,334
| Closed | -$205K | – | 734 |
|
|
2023
Q1 | $205K | Buy |
+7,334
| New | +$205K | 0.02% | 682 |
|
|
2021
Q2 | – | Sell |
-467
| Closed | -$12K | – | 1952 |
|
|
2021
Q1 | $12K | Sell |
467
-7
| -1% | -$180 | ﹤0.01% | 2243 |
|
|
2020
Q4 | $11K | Sell |
474
-46
| -9% | -$1.07K | ﹤0.01% | 1967 |
|
|
2020
Q3 | $11K | Hold |
520
| – | – | ﹤0.01% | 1782 |
|
|
2020
Q2 | $12K | Sell |
520
-682
| -57% | -$15.7K | ﹤0.01% | 1630 |
|
|
2020
Q1 | $30K | Buy |
+1,202
| New | +$30K | ﹤0.01% | 1245 |
|