Venturi Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $641K | Sell |
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|
2025
Q2 | $654K | Sell |
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|
2025
Q1 | $729K | Sell |
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|
2024
Q4 | $680K | Buy |
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|
2024
Q3 | $619K | Sell |
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|
2024
Q2 | $522K | Sell |
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|
2024
Q1 | $572K | Sell |
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|
2023
Q4 | $602K | Buy |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $513K | Buy |
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|
2023
Q1 | $2.8K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $502K | Buy |
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