Alan B. Lancz & Associates’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$639K Hold
2025
Q2
$596K Hold
2025
Q1
$592K Hold
2024
Q4
$543K Sell
2024
Q3
$558K Hold
2024
Q2
$464K Buy
2023
Q4
$473K Sell
2023
Q3
$452K Sell
2023
Q2
$550K Hold
2023
Q1
$562K Hold
2022
Q4
$559K Buy
2022
Q3
$419K Hold
2022
Q2
$505K Sell
2022
Q1
$586K Hold
2021
Q4
$508K Buy