Jones Financial Companies’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16M | Buy |
348,455
+133,196
| +62% | +$6M | 0.01% | 668 |
|
|
2025
Q4 | $8.99M | Buy |
215,259
+9,918
| +5% | +$424K | 0.01% | 484 |
|
|
2025
Q3 | $8.74M | Buy |
205,341
+22,553
| +12% | +$934K | 0.01% | 433 |
|
|
2025
Q2 | $7.31M | Buy |
182,788
+28,448
| +18% | +$1.12M | 0.01% | 412 |
|
|
2025
Q1 | $6.16M | Buy |
154,340
+43,033
| +39% | +$1.66M | 0.01% | 378 |
|
|
2024
Q4 | $4.09M | Buy |
111,307
+43,439
| +64% | +$1.56M | ﹤0.01% | 392 |
|
|
2024
Q3 | $2.33M | Buy |
67,868
+43,620
| +180% | +$1.39M | ﹤0.01% | 426 |
|
|
2024
Q2 | $699K | Buy |
24,248
+20,779
| +599% | +$586K | ﹤0.01% | 484 |
|
|
2024
Q1 | $95.9K | Buy |
3,469
+2,866
| +475% | +$75.3K | ﹤0.01% | 603 |
|
|
2023
Q4 | $16K | Buy |
603
+276
| +84% | +$7.09K | ﹤0.01% | 614 |
|
|
2023
Q3 | $8.07K | Hold |
327
| – | – | ﹤0.01% | 493 |
|
|
2023
Q2 | $8.94K | Sell |
327
-710
| -68% | -$19.7K | ﹤0.01% | 473 |
|
|
2023
Q1 | $29K | Sell |
1,037
-85
| -8% | -$2.33K | ﹤0.01% | 390 |
|
|
2022
Q4 | $31K | Buy |
1,122
+85
| +8% | +$2.23K | ﹤0.01% | 375 |
|
|
2022
Q3 | $26K | Sell |
1,037
-1,229
| -54% | -$36.2K | ﹤0.01% | 357 |
|
|
2022
Q2 | $67K | Sell |
2,266
-869
| -28% | -$26.3K | ﹤0.01% | 318 |
|
|
2022
Q1 | $100K | Sell |
3,135
-2,044
| -39% | -$59.3K | ﹤0.01% | 303 |
|
|
2021
Q4 | $143K | Hold |
5,179
| – | – | ﹤0.01% | 283 |
|
|
2021
Q3 | $125K | Buy |
5,179
+4,369
| +539% | +$109K | ﹤0.01% | 256 |
|
|
2021
Q2 | $20K | Sell |
810
-116
| -13% | -$2.95K | ﹤0.01% | 405 |
|
|
2021
Q1 | $22K | Sell |
926
-40
| -4% | -$902 | ﹤0.01% | 447 |
|
|
2020
Q4 | $22K | Buy |
+966
| New | +$22.6K | ﹤0.01% | 353 |
|
Other funds holding NI
VCM
VPM
