Gladstone Institutional Advisory’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Buy |
14,153
+5
| +0% | +$202 | 0.02% | 463 |
|
|
2025
Q1 | $567K | Sell |
14,148
-55
| -0.4% | -$2.21K | 0.03% | 438 |
|
|
2024
Q4 | $522K | Buy |
14,203
+55
| +0.4% | +$2.02K | 0.02% | 462 |
|
|
2024
Q3 | $490K | Hold |
14,148
| – | – | 0.02% | 454 |
|
|
2024
Q2 | $408K | Hold |
14,148
| – | – | 0.02% | 468 |
|
|
2024
Q1 | $391K | Sell |
14,148
-910
| -6% | -$25.2K | 0.02% | 472 |
|
|
2023
Q4 | $400K | Buy |
15,058
+761
| +5% | +$20.2K | 0.02% | 463 |
|
|
2023
Q3 | $353K | Sell |
14,297
-85
| -0.6% | -$2.1K | 0.02% | 457 |
|
|
2023
Q2 | $393K | Hold |
14,382
| – | – | 0.02% | 448 |
|
|
2023
Q1 | $402K | Sell |
14,382
-53
| -0.4% | -$1.48K | 0.03% | 459 |
|
|
2022
Q4 | $396K | Sell |
14,435
-324
| -2% | -$8.88K | 0.03% | 443 |
|
|
2022
Q3 | $372K | Sell |
14,759
-51
| -0.3% | -$1.29K | 0.03% | 448 |
|
|
2022
Q2 | $437K | Sell |
14,810
-55
| -0.4% | -$1.62K | 0.03% | 437 |
|
|
2022
Q1 | $473K | Buy |
14,865
+6,474
| +77% | +$206K | 0.03% | 439 |
|
|
2021
Q4 | $232K | Buy |
+8,391
| New | +$232K | 0.02% | 529 |
|