Washington Trust 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 | $229K | Hold |
5,688
| – | – | 0.02% | 191 |
|
|
2025
Q1 | $228K | Hold |
5,688
| – | – | 0.02% | 185 |
|
|
2024
Q4 | $209K | Buy |
5,688
+63
| +1% | +$2.32K | 0.02% | 193 |
|
|
2024
Q3 | $195K | Buy |
5,625
+80
| +1% | +$2.77K | 0.02% | 204 |
|
|
2024
Q2 | $160K | Buy |
5,545
+94
| +2% | +$2.71K | 0.01% | 214 |
|
|
2024
Q1 | $151K | Hold |
5,451
| – | – | 0.01% | 213 |
|
|
2023
Q4 | $145K | Buy |
5,451
+42
| +0.8% | +$1.12K | 0.01% | 212 |
|
|
2023
Q3 | $133K | Buy |
5,409
+209
| +4% | +$5.16K | 0.01% | 215 |
|
|
2023
Q2 | $142K | Buy |
5,200
+200
| +4% | +$5.47K | 0.01% | 202 |
|
|
2023
Q1 | $140K | Sell |
5,000
-5,000
| -50% | -$140K | 0.01% | 209 |
|
|
2022
Q4 | $274K | Hold |
10,000
| – | – | 0.03% | 153 |
|
|
2022
Q3 | $252K | Hold |
10,000
| – | – | 0.02% | 180 |
|
|
2022
Q2 | $295K | Hold |
10,000
| – | – | 0.03% | 168 |
|
|
2022
Q1 | $318K | Sell |
10,000
-13,388
| -57% | -$426K | 0.02% | 188 |
|
|
2021
Q4 | $646K | Buy |
+23,388
| New | +$646K | 0.04% | 142 |
|