Waverly 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 | $8.52M | Buy |
211,201
+20,378
| +11% | +$822K | 0.09% | 213 |
|
|
2025
Q1 | $7.65M | Buy |
190,823
+179,987
| +1,661% | +$7.22M | 0.09% | 219 |
|
|
2024
Q4 | $398K | Sell |
10,836
-752
| -6% | -$27.6K | 0.01% | 736 |
|
|
2024
Q3 | $402K | Buy |
11,588
+225
| +2% | +$7.8K | 0.01% | 618 |
|
|
2024
Q2 | $327K | Buy |
11,363
+687
| +6% | +$19.8K | 0.01% | 650 |
|
|
2024
Q1 | $295K | Buy |
+10,676
| New | +$295K | 0.01% | 577 |
|
|
2014
Q4 | – | Sell |
-290
| Closed | -$5K | – | 585 |
|
|
2014
Q3 | $5K | Hold |
290
| – | – | ﹤0.01% | 631 |
|
|
2014
Q2 | $4K | Hold |
290
| – | – | ﹤0.01% | 635 |
|
|
2014
Q1 | $4K | Sell |
290
-120
| -29% | -$1.66K | ﹤0.01% | 595 |
|
|
2013
Q4 | $5K | Buy |
+410
| New | +$5K | ﹤0.01% | 676 |
|