Spire Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6K | Sell |
685
-279
| -29% | -$11.3K | ﹤0.01% | 1399 |
|
|
2025
Q1 | $38.6K | Sell |
964
-91
| -9% | -$3.65K | ﹤0.01% | 1376 |
|
|
2024
Q4 | $38.8K | Buy |
+1,055
| New | +$38.8K | ﹤0.01% | 1382 |
|
|
2022
Q2 | – | Sell |
-1,082
| Closed | -$34K | – | 2781 |
|
|
2022
Q1 | $34K | Sell |
1,082
-15,873
| -94% | -$499K | ﹤0.01% | 1605 |
|
|
2021
Q4 | $468K | Buy |
16,955
+13,191
| +350% | +$364K | 0.01% | 727 |
|
|
2021
Q3 | $91K | Hold |
3,764
| – | – | ﹤0.01% | 1227 |
|
|
2021
Q2 | $92K | Sell |
3,764
-11,784
| -76% | -$288K | ﹤0.01% | 1209 |
|
|
2021
Q1 | $371K | Buy |
+15,548
| New | +$371K | 0.01% | 772 |
|