Steward Partners Investment Advisory’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Buy |
3,260
+459
| +16% | +$18.5K | ﹤0.01% | 1955 |
|
|
2025
Q1 | $112K | Buy |
2,801
+340
| +14% | +$13.6K | ﹤0.01% | 1948 |
|
|
2024
Q4 | $90.5K | Sell |
2,461
-42
| -2% | -$1.54K | ﹤0.01% | 2033 |
|
|
2024
Q3 | $86.7K | Sell |
2,503
-871
| -26% | -$30.2K | ﹤0.01% | 1951 |
|
|
2024
Q2 | $97.2K | Buy |
3,374
+225
| +7% | +$6.48K | ﹤0.01% | 1795 |
|
|
2024
Q1 | $87.1K | Buy |
3,149
+1,374
| +77% | +$38K | ﹤0.01% | 1838 |
|
|
2023
Q4 | $47.1K | Sell |
1,775
-916
| -34% | -$24.3K | ﹤0.01% | 2023 |
|
|
2023
Q3 | $66.4K | Buy |
2,691
+119
| +5% | +$2.94K | ﹤0.01% | 1774 |
|
|
2023
Q2 | $70.3K | Buy |
2,572
+687
| +36% | +$18.8K | ﹤0.01% | 1741 |
|
|
2023
Q1 | $52.7K | Buy |
1,885
+169
| +10% | +$4.73K | ﹤0.01% | 1844 |
|
|
2022
Q4 | $47K | Buy |
1,716
+107
| +7% | +$2.93K | ﹤0.01% | 1861 |
|
|
2022
Q3 | $41K | Sell |
1,609
-1
| -0.1% | -$25 | ﹤0.01% | 1884 |
|
|
2022
Q2 | $47K | Buy |
1,610
+1
| +0.1% | +$29 | ﹤0.01% | 1841 |
|
|
2022
Q1 | $51K | Hold |
1,609
| – | – | ﹤0.01% | 1904 |
|
|
2021
Q4 | $44K | Hold |
1,609
| – | – | ﹤0.01% | 1981 |
|
|
2021
Q3 | $39K | Buy |
1,609
+32
| +2% | +$776 | ﹤0.01% | 2012 |
|
|
2021
Q2 | $39K | Sell |
1,577
-50
| -3% | -$1.24K | ﹤0.01% | 3818 |
|
|
2021
Q1 | $39.2K | Sell |
1,627
-334
| -17% | -$8.05K | ﹤0.01% | 2108 |
|
|
2020
Q4 | $45K | Sell |
1,961
-187
| -9% | -$4.29K | ﹤0.01% | 1715 |
|
|
2020
Q3 | $47K | Buy |
2,148
+187
| +10% | +$4.09K | ﹤0.01% | 1527 |
|
|
2020
Q2 | $45K | Buy |
1,961
+188
| +11% | +$4.31K | ﹤0.01% | 1457 |
|
|
2020
Q1 | $44K | Sell |
1,773
-311
| -15% | -$7.72K | ﹤0.01% | 1314 |
|
|
2019
Q4 | $58K | Sell |
2,084
-459
| -18% | -$12.8K | ﹤0.01% | 1337 |
|
|
2019
Q3 | $76K | Buy |
2,543
+300
| +13% | +$8.97K | ﹤0.01% | 1193 |
|
|
2019
Q2 | $64K | Buy |
+2,243
| New | +$64K | ﹤0.01% | 1247 |
|
|
2018
Q4 | – | Sell |
-445
| Closed | -$11K | – | 1655 |
|
|
2018
Q3 | $11K | Buy |
+445
| New | +$11K | ﹤0.01% | 1841 |
|
|
2017
Q1 | – | Sell |
-25
| Closed | – | – | 1545 |
|
|
2016
Q4 | $0 | Buy |
+25
| New | – | ﹤0.01% | 881 |
|