Stableford Capital II’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 | $761K | Hold |
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|
2025
Q2 | $741K | Hold |
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|
2025
Q1 | $690K | Hold |
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|
2024
Q4 | $646K | Sell |
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|
2024
Q3 | $662K | Hold |
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|
2024
Q2 | $598K | Hold |
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|
2024
Q1 | $539K | Hold |
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|
2023
Q4 | $517K | Hold |
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|
2023
Q3 | $502K | Hold |
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|
2023
Q2 | $521K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $544K | Hold |
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|
2022
Q3 | $478K | Hold |
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|
2022
Q2 | $575K | Hold |
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|
2022
Q1 | $626K | Hold |
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|
2021
Q4 | $527K | Hold |
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|
2021
Q3 | $486K | Hold |
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|
2021
Q2 | $478K | Hold |
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|
2021
Q1 | $470K | Hold |
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|
2020
Q4 | $447K | Hold |
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|
2020
Q3 | $429K | Hold |
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|
2020
Q2 | $443K | Sell |
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|
2020
Q1 | $497K | Sell |
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|
2019
Q4 | $564K | Hold |
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|
2019
Q3 | $607K | Sell |
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|
2019
Q2 | $585K | Sell |
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|
2019
Q1 | $1.21M | Sell |
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|
2018
Q4 | $1.07M | Hold |
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|
2018
Q3 | $1.06M | Hold |
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|
2018
Q2 | $1.11M | Sell |
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|
2018
Q1 | $1.01M | Sell |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $1.08M | Sell |
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|
2017
Q2 | $1.11M | Sell |
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|
2017
Q1 | $1.27M | Sell |
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|
2016
Q4 | $1.22M | Buy |
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