Alan B. Lancz & Associates’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Hold |
14,765
| – | – | 0.6% | 39 |
|
|
2025
Q1 | $592K | Hold |
14,765
| – | – | 0.63% | 40 |
|
|
2024
Q4 | $543K | Sell |
14,765
-1,350
| -8% | -$49.6K | 0.55% | 45 |
|
|
2024
Q3 | $558K | Hold |
16,115
| – | – | 0.51% | 49 |
|
|
2024
Q2 | $464K | Buy |
+16,115
| New | +$464K | 0.46% | 54 |
|
|
2023
Q4 | $473K | Sell |
17,815
-500
| -3% | -$13.3K | 0.5% | 51 |
|
|
2023
Q3 | $452K | Sell |
18,315
-1,800
| -9% | -$44.4K | 0.51% | 52 |
|
|
2023
Q2 | $550K | Hold |
20,115
| – | – | 0.59% | 43 |
|
|
2023
Q1 | $562K | Hold |
20,115
| – | – | 0.58% | 40 |
|
|
2022
Q4 | $559K | Buy |
20,115
+3,500
| +21% | +$97.3K | 0.56% | 47 |
|
|
2022
Q3 | $419K | Hold |
16,615
| – | – | 0.5% | 57 |
|
|
2022
Q2 | $505K | Sell |
16,615
-1,800
| -10% | -$54.7K | 0.5% | 53 |
|
|
2022
Q1 | $586K | Hold |
18,415
| – | – | 0.52% | 59 |
|
|
2021
Q4 | $508K | Buy |
+18,415
| New | +$508K | 0.44% | 65 |
|