Strategic Wealth Partners’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $52.2K | Hold |
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|
2025
Q4 | $46.7K | Hold |
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|
2025
Q3 | $48.5K | Hold |
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|
2025
Q2 | $45.1K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.55M | Sell |
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|
2023
Q2 | $1.97M | Sell |
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|
2023
Q1 | $2.05M | Sell |
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|
2022
Q4 | $2.11M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $5K | Sell |
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|
2017
Q4 | $13K | Buy |
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