Transcend Capital Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
5,538
-12,188
| -69% | -$492K | 0.02% | 552 |
|
|
2025
Q1 | $711K | Hold |
17,726
| – | – | 0.05% | 306 |
|
|
2024
Q4 | $652K | Hold |
17,726
| – | – | 0.05% | 301 |
|
|
2024
Q3 | $614K | Buy |
17,726
+43
| +0.2% | +$1.49K | 0.04% | 343 |
|
|
2024
Q2 | $509K | Buy |
17,683
+5,023
| +40% | +$145K | 0.04% | 356 |
|
|
2024
Q1 | $350K | Buy |
+12,660
| New | +$350K | 0.03% | 384 |
|
|
2023
Q4 | – | Sell |
-9,360
| Closed | -$231K | – | 526 |
|
|
2023
Q3 | $231K | Hold |
9,360
| – | – | 0.02% | 423 |
|
|
2023
Q2 | $256K | Buy |
+9,360
| New | +$256K | 0.02% | 407 |
|