Trivium Point 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 | $955K | Sell |
23,681
-1,771
| -7% | -$71.4K | 0.1% | 178 |
|
|
2025
Q1 | $1.02M | Sell |
25,452
-1,585
| -6% | -$63.5K | 0.13% | 161 |
|
|
2024
Q4 | $994K | Sell |
27,037
-68
| -0.3% | -$2.5K | 0.13% | 167 |
|
|
2024
Q3 | $983K | Sell |
27,105
-770
| -3% | -$27.9K | 0.14% | 164 |
|
|
2024
Q2 | $803K | Buy |
27,875
+840
| +3% | +$24.2K | 0.12% | 174 |
|
|
2024
Q1 | $748K | Sell |
27,035
-690
| -2% | -$19.1K | 0.16% | 134 |
|
|
2023
Q4 | $736K | Buy |
27,725
+1,445
| +5% | +$38.4K | 0.18% | 121 |
|
|
2023
Q3 | $630K | Buy |
26,280
+2,980
| +13% | +$71.4K | 0.17% | 130 |
|
|
2023
Q2 | $637K | Buy |
+23,300
| New | +$637K | 0.17% | 138 |
|