Avalon Trust’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
$173K Hold
2025
Q2
$161K Hold
2025
Q1
$160K Hold
2024
Q4
$147K Hold
2024
Q3
$139K Sell
2024
Q2
$144K Hold
2024
Q1
$138K Hold
2023
Q4
$133K Hold
2023
Q3
$123K Hold
2023
Q2
$137K Hold
2023
Q1
$140K Buy