United Capital Financial 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 | $350K | Buy |
8,686
+197
| +2% | +$7.95K | ﹤0.01% | 871 |
|
|
2025
Q1 | $340K | Buy |
8,489
+196
| +2% | +$7.86K | ﹤0.01% | 845 |
|
|
2024
Q4 | $305K | Buy |
8,293
+609
| +8% | +$22.4K | ﹤0.01% | 868 |
|
|
2024
Q3 | $266K | Buy |
7,684
+555
| +8% | +$19.2K | ﹤0.01% | 918 |
|
|
2024
Q2 | $205K | Buy |
+7,129
| New | +$205K | ﹤0.01% | 964 |
|
|
2023
Q1 | – | Sell |
-14,070
| Closed | -$386K | – | 1028 |
|
|
2022
Q4 | $386K | Buy |
+14,070
| New | +$386K | ﹤0.01% | 809 |
|
|
2022
Q3 | – | Sell |
-7,190
| Closed | -$212K | – | 1130 |
|
|
2022
Q2 | $212K | Sell |
7,190
-123
| -2% | -$3.63K | ﹤0.01% | 1043 |
|
|
2022
Q1 | $233K | Sell |
7,313
-251
| -3% | -$8K | ﹤0.01% | 1070 |
|
|
2021
Q4 | $209K | Sell |
7,564
-1,740
| -19% | -$48.1K | ﹤0.01% | 1138 |
|
|
2021
Q3 | $225K | Buy |
+9,304
| New | +$225K | ﹤0.01% | 1094 |
|
|
2020
Q2 | – | Sell |
-8,726
| Closed | -$218K | – | 1222 |
|
|
2020
Q1 | $218K | Sell |
8,726
-5,656
| -39% | -$141K | ﹤0.01% | 1045 |
|
|
2019
Q4 | $400K | Buy |
14,382
+5,413
| +60% | +$151K | ﹤0.01% | 1043 |
|
|
2019
Q3 | $268K | Sell |
8,969
-5,615
| -39% | -$168K | ﹤0.01% | 1101 |
|
|
2019
Q2 | $420K | Buy |
14,584
+1,888
| +15% | +$54.4K | ﹤0.01% | 1088 |
|
|
2019
Q1 | $364K | Sell |
12,696
-1,347
| -10% | -$38.6K | ﹤0.01% | 1063 |
|
|
2018
Q4 | $356K | Sell |
14,043
-1,563
| -10% | -$39.6K | ﹤0.01% | 1011 |
|
|
2018
Q3 | $389K | Buy |
15,606
+39
| +0.3% | +$972 | ﹤0.01% | 1023 |
|
|
2018
Q2 | $409K | Sell |
15,567
-769
| -5% | -$20.2K | ﹤0.01% | 984 |
|
|
2018
Q1 | $391K | Buy |
16,336
+517
| +3% | +$12.4K | ﹤0.01% | 1013 |
|
|
2017
Q4 | $406K | Sell |
15,819
-95
| -0.6% | -$2.44K | ﹤0.01% | 1020 |
|
|
2017
Q3 | $407K | Buy |
15,914
+2,358
| +17% | +$60.3K | ﹤0.01% | 1023 |
|
|
2017
Q2 | $344K | Buy |
13,556
+2,059
| +18% | +$52.3K | ﹤0.01% | 1034 |
|
|
2017
Q1 | $274K | Buy |
+11,497
| New | +$274K | ﹤0.01% | 1075 |
|
|
2015
Q2 | – | Sell |
-15,036
| Closed | -$257K | – | 1293 |
|
|
2015
Q1 | $257K | Buy |
+15,036
| New | +$257K | ﹤0.01% | 1110 |
|