West Branch Capital’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3K | Buy |
603
+2
| +0.3% | +$81 | 0.01% | 196 |
|
|
2025
Q1 | $24.1K | Buy |
601
+1
| +0.2% | +$40 | 0.01% | 203 |
|
|
2024
Q4 | $22.1K | Buy |
600
+200
| +50% | +$7.35K | 0.01% | 214 |
|
|
2024
Q3 | $13.9K | Hold |
400
| – | – | ﹤0.01% | 251 |
|
|
2024
Q2 | $11.5K | Hold |
400
| – | – | ﹤0.01% | 262 |
|
|
2024
Q1 | $11.1K | Hold |
400
| – | – | ﹤0.01% | 268 |
|
|
2023
Q4 | $10.6K | Sell |
400
-160
| -29% | -$4.25K | 0.01% | 272 |
|
|
2023
Q3 | $13.8K | Hold |
560
| – | – | 0.01% | 251 |
|
|
2023
Q2 | $15.3K | Sell |
560
-350
| -38% | -$9.57K | 0.01% | 248 |
|
|
2023
Q1 | $25.4K | Hold |
910
| – | – | 0.01% | 210 |
|
|
2022
Q4 | $25K | Hold |
910
| – | – | 0.02% | 208 |
|
|
2022
Q3 | $23K | Hold |
910
| – | – | 0.01% | 218 |
|
|
2022
Q2 | $27K | Hold |
910
| – | – | 0.02% | 208 |
|
|
2022
Q1 | $29K | Sell |
910
-640
| -41% | -$20.4K | 0.01% | 217 |
|
|
2021
Q4 | $43K | Hold |
1,550
| – | – | 0.02% | 208 |
|
|
2021
Q3 | $38K | Hold |
1,550
| – | – | 0.02% | 202 |
|
|
2021
Q2 | $38K | Buy |
+1,550
| New | +$38K | 0.02% | 211 |
|