Ballentine Partners’s NiSource NI Stock Holding History

Ballentine Partners’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$371K	Buy
2025 Q1	$352K	Buy
2024 Q4	$311K	Buy
2024 Q3	$276K	Buy
2024 Q2	$228K	Buy
2024 Q1	$211K	Buy
2023 Q3	–	Sell
2023 Q2	$220K	Sell
2023 Q1	$230K	Buy
2022 Q4	$209K	Buy