Venturi Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Sell |
16,205
-1,986
| -11% | -$80.1K | 0.03% | 270 |
|
|
2025
Q1 | $729K | Sell |
18,191
-320
| -2% | -$12.8K | 0.04% | 255 |
|
|
2024
Q4 | $680K | Buy |
18,511
+655
| +4% | +$24.1K | 0.03% | 271 |
|
|
2024
Q3 | $619K | Sell |
17,856
-257
| -1% | -$8.91K | 0.03% | 257 |
|
|
2024
Q2 | $522K | Sell |
18,113
-2,570
| -12% | -$74K | 0.03% | 279 |
|
|
2024
Q1 | $572K | Sell |
20,683
-1,998
| -9% | -$55.3K | 0.04% | 245 |
|
|
2023
Q4 | $602K | Buy |
22,681
+5,856
| +35% | +$155K | 0.04% | 238 |
|
|
2023
Q3 | $415K | Sell |
16,825
-1,915
| -10% | -$47.3K | 0.03% | 256 |
|
|
2023
Q2 | $513K | Buy |
18,740
+18,640
| +18,640% | +$510K | 0.04% | 213 |
|
|
2023
Q1 | $2.8K | Buy |
+100
| New | +$2.8K | ﹤0.01% | 941 |
|
|
2020
Q2 | – | Sell |
-20,100
| Closed | -$502K | – | 272 |
|
|
2020
Q1 | $502K | Buy |
+20,100
| New | +$502K | 0.09% | 124 |
|