Stratos Wealth Partners’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,177
| Closed | -$208K | – | 1463 |
|
|
2025
Q1 | $208K | Buy |
+5,177
| New | +$208K | ﹤0.01% | 1259 |
|
|
2018
Q4 | – | Sell |
-2,321
| Closed | -$58K | – | 1901 |
|
|
2018
Q3 | $58K | Buy |
+2,321
| New | +$58K | ﹤0.01% | 1389 |
|
|
2018
Q2 | – | Sell |
-2,263
| Closed | -$54K | – | 2012 |
|
|
2018
Q1 | $54K | Sell |
2,263
-59
| -3% | -$1.41K | ﹤0.01% | 1534 |
|
|
2017
Q4 | $60K | Buy |
+2,322
| New | +$60K | ﹤0.01% | 1429 |
|
|
2015
Q2 | – | Sell |
-12,529
| Closed | -$217K | – | 587 |
|
|
2015
Q1 | $217K | Buy |
+12,529
| New | +$217K | 0.03% | 529 |
|