J. Safra Sarasin Holding’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.73M Sell
67,557
-4,831
-7% -$195K 0.05% 175
2025
Q1
$2.9M Sell
72,388
-1,198
-2% -$48K 0.05% 178
2024
Q4
$2.71M Sell
73,586
-5,483
-7% -$202K 0.05% 187
2024
Q3
$2.74M Buy
+79,069
New +$2.74M 0.05% 184