Valeo 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 | $746K | Buy |
18,487
+402
| +2% | +$16.2K | 0.02% | 359 |
|
|
2025
Q1 | $725K | Buy |
18,085
+8,103
| +81% | +$325K | 0.02% | 324 |
|
|
2024
Q4 | $367K | Buy |
9,982
+56
| +0.6% | +$2.06K | 0.01% | 474 |
|
|
2024
Q3 | $344K | Sell |
9,926
-1,395
| -12% | -$48.3K | 0.01% | 496 |
|
|
2024
Q2 | $326K | Sell |
11,321
-360
| -3% | -$10.4K | 0.01% | 495 |
|
|
2024
Q1 | $329K | Sell |
11,681
-2,438
| -17% | -$68.7K | 0.01% | 472 |
|
|
2023
Q4 | $375K | Buy |
14,119
+5,686
| +67% | +$151K | 0.02% | 426 |
|
|
2023
Q3 | $208K | Buy |
8,433
+338
| +4% | +$8.34K | 0.01% | 560 |
|
|
2023
Q2 | $221K | Buy |
8,095
+2
| +0% | +$55 | 0.01% | 514 |
|
|
2023
Q1 | $226K | Buy |
8,093
+2
| +0% | +$56 | 0.01% | 521 |
|
|
2022
Q4 | $222K | Buy |
+8,091
| New | +$222K | 0.01% | 459 |
|
|
2021
Q2 | – | Sell |
-6,089
| Closed | -$147K | – | 1251 |
|
|
2021
Q1 | $147K | Buy |
6,089
+164
| +3% | +$3.96K | 0.01% | 500 |
|
|
2020
Q4 | $136K | Buy |
5,925
+2
| +0% | +$46 | 0.01% | 487 |
|
|
2020
Q3 | $130K | Buy |
5,923
+2,084
| +54% | +$45.7K | 0.01% | 408 |
|
|
2020
Q2 | $87K | Sell |
3,839
-385
| -9% | -$8.73K | 0.01% | 524 |
|
|
2020
Q1 | $112K | Sell |
4,224
-400
| -9% | -$10.6K | 0.01% | 395 |
|
|
2019
Q4 | $129K | Buy |
4,624
+84
| +2% | +$2.34K | 0.01% | 406 |
|
|
2019
Q3 | $136K | Sell |
4,540
-400
| -8% | -$12K | 0.02% | 364 |
|
|
2019
Q2 | $142K | Buy |
4,940
+476
| +11% | +$13.7K | 0.02% | 362 |
|
|
2019
Q1 | $128K | Hold |
4,464
| – | – | 0.02% | 363 |
|
|
2018
Q4 | $113K | Sell |
4,464
-24
| -0.5% | -$608 | 0.02% | 352 |
|
|
2018
Q3 | $114K | Sell |
4,488
-105
| -2% | -$2.67K | 0.02% | 374 |
|
|
2018
Q2 | $123K | Buy |
4,593
+685
| +18% | +$18.3K | 0.02% | 364 |
|
|
2018
Q1 | $93K | Buy |
3,908
+1,000
| +34% | +$23.8K | 0.01% | 382 |
|
|
2017
Q4 | $75K | Sell |
2,908
-1,553
| -35% | -$40.1K | 0.01% | 397 |
|
|
2017
Q3 | $114K | Buy |
+4,461
| New | +$114K | 0.03% | 272 |
|