Summit Securities Group’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8K | Buy |
+317
| New | +$12.8K | ﹤0.01% | 706 |
|
|
2023
Q3 | – | Sell |
-539
| Closed | -$15K | – | 709 |
|
|
2023
Q2 | $15K | Sell |
539
-258
| -32% | -$7.18K | ﹤0.01% | 582 |
|
|
2023
Q1 | $22K | Buy |
797
+386
| +94% | +$10.7K | ﹤0.01% | 480 |
|
|
2022
Q4 | $11K | Sell |
411
-967
| -70% | -$25.9K | ﹤0.01% | 789 |
|
|
2022
Q3 | $35K | Buy |
1,378
+528
| +62% | +$13.4K | ﹤0.01% | 466 |
|
|
2022
Q2 | $25K | Buy |
850
+689
| +428% | +$20.3K | ﹤0.01% | 537 |
|
|
2022
Q1 | $5K | Buy |
+161
| New | +$5K | ﹤0.01% | 734 |
|
|
2015
Q2 | – | Sell |
-2,316
| Closed | -$40K | – | 534 |
|
|
2015
Q1 | $40K | Buy |
+2,316
| New | +$40K | 0.03% | 181 |
|