Wedbush Securities’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
5,700
| – | – | 0.01% | 979 |
|
|
2025
Q1 | $229K | Hold |
5,700
| – | – | 0.01% | 944 |
|
|
2024
Q4 | $210K | Sell |
5,700
-161
| -3% | -$5.93K | 0.01% | 1005 |
|
|
2024
Q3 | $203K | Buy |
+5,861
| New | +$203K | 0.01% | 993 |
|
|
2022
Q2 | – | Sell |
-7,032
| Closed | -$224K | – | 1141 |
|
|
2022
Q1 | $224K | Buy |
+7,032
| New | +$224K | 0.01% | 938 |
|
|
2020
Q3 | – | Sell |
-9,081
| Closed | -$206K | – | 993 |
|
|
2020
Q2 | $206K | Hold |
9,081
| – | – | 0.02% | 773 |
|
|
2020
Q1 | $227K | Buy |
9,081
+101
| +1% | +$2.53K | 0.03% | 629 |
|
|
2019
Q4 | $250K | Buy |
8,980
+700
| +8% | +$19.5K | 0.02% | 751 |
|
|
2019
Q3 | $248K | Hold |
8,280
| – | – | 0.02% | 723 |
|
|
2019
Q2 | $238K | Buy |
8,280
+322
| +4% | +$9.26K | 0.02% | 742 |
|
|
2019
Q1 | $228K | Hold |
7,958
| – | – | 0.02% | 716 |
|
|
2018
Q4 | $202K | Buy |
+7,958
| New | +$202K | 0.03% | 684 |
|
|
2018
Q3 | – | Sell |
-13,858
| Closed | -$364K | – | 931 |
|
|
2018
Q2 | $364K | Hold |
13,858
| – | – | 0.05% | 487 |
|
|
2018
Q1 | $331K | Buy |
13,858
+2,800
| +25% | +$66.9K | 0.04% | 493 |
|
|
2017
Q4 | $284K | Buy |
11,058
+2,000
| +22% | +$51.4K | 0.03% | 573 |
|
|
2017
Q3 | $232K | Buy |
9,058
+400
| +5% | +$10.2K | 0.03% | 649 |
|
|
2017
Q2 | $220K | Hold |
8,658
| – | – | 0.03% | 669 |
|
|
2017
Q1 | $206K | Buy |
+8,658
| New | +$206K | 0.03% | 676 |
|
|
2016
Q4 | – | Sell |
-8,458
| Closed | -$204K | – | 867 |
|
|
2016
Q3 | $204K | Buy |
8,458
+228
| +3% | +$5.5K | 0.03% | 674 |
|
|
2016
Q2 | $218K | Buy |
+8,230
| New | +$218K | 0.04% | 593 |
|
|
2015
Q3 | – | Sell |
-23,511
| Closed | -$421K | – | 759 |
|
|
2015
Q2 | $421K | Sell |
23,511
-219
| -0.9% | -$3.92K | 0.08% | 306 |
|
|
2015
Q1 | $412K | Buy |
23,730
+456
| +2% | +$7.92K | 0.07% | 321 |
|
|
2014
Q4 | $388K | Buy |
23,274
+972
| +4% | +$16.2K | 0.06% | 327 |
|
|
2014
Q3 | $359K | Buy |
+22,302
| New | +$359K | 0.06% | 346 |
|