Level Four Advisory Services’s NiSource NI Stock Holding History

Level Four Advisory Services’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$733K	Sell	18,167 -86	-0.5%	-$3.47K	0.03%	443
2025 Q1	$732K	Buy	18,253 +71	+0.4%	+$2.85K	0.03%	418
2024 Q4	$668K	Buy	18,182 +170	+0.9%	+$6.25K	0.03%	436
2024 Q3	$633K	Buy	18,012 +80	+0.4%	+$2.81K	0.03%	456
2024 Q2	$517K	Sell	17,932 -834	-4%	-$24K	0.02%	480
2024 Q1	$498K	Hold	18,766	–	–	0.03%	469
2023 Q4	$498K	Buy	18,766 +103	+0.6%	+$2.74K	0.03%	466
2023 Q3	$461K	Buy	18,663 +86	+0.5%	+$2.12K	0.03%	464
2023 Q2	$508K	Sell	18,577 -18	-0.1%	-$492	0.03%	463
2023 Q1	$520K	Hold	18,595	–	–	0.03%	417
2022 Q4	$510K	Hold	18,595	–	–	0.04%	394
2022 Q3	$468K	Buy	18,595 +214	+1%	+$5.39K	0.05%	319
2022 Q2	$542K	Hold	18,381	–	–	0.05%	320
2022 Q1	$585K	Buy	18,381 +2,296	+14%	+$73.1K	0.05%	352
2021 Q4	$444K	Buy	16,085 +85	+0.5%	+$2.35K	0.03%	428
2021 Q3	$388K	Hold	16,000	–	–	0.04%	333
2021 Q2	$392K	Hold	16,000	–	–	0.03%	469
2021 Q1	$386K	Hold	16,000	–	–	0.03%	437
2020 Q4	$367K	Hold	16,000	–	–	0.03%	424
2020 Q3	$352K	Sell	16,000 -161	-1%	-$3.54K	0.03%	412
2020 Q2	$367K	Hold	16,161	–	–	0.03%	427
2020 Q1	$404K	Buy	16,161 +11	+0.1%	+$275	0.05%	340
2019 Q4	$451K	Buy	16,150 +150	+0.9%	+$4.19K	0.02%	389
2019 Q3	$479K	Sell	16,000 -470	-3%	-$14.1K	0.05%	330
2019 Q2	$474K	Hold	16,470	–	–	0.05%	331
2019 Q1	$472K	Sell	16,470 -12,248	-43%	-$351K	0.05%	329
2018 Q4	$728K	Sell	28,718 -6,057	-17%	-$154K	0.09%	221
2018 Q3	$867K	Sell	34,775 -312	-0.9%	-$7.78K	0.09%	228
2018 Q2	$922K	Buy	35,087 +18,328	+109%	+$482K	0.07%	249
2018 Q1	$401K	Buy	16,759 +470	+3%	+$11.2K	0.03%	388
2017 Q4	$418K	Buy	16,289 +3	+0%	+$77	0.03%	390
2017 Q3	$417K	Buy	16,286 +43	+0.3%	+$1.1K	0.04%	358
2017 Q2	$386K	Sell	16,243 -56	-0.3%	-$1.33K	0.06%	307
2017 Q1	$388K	Buy	16,299 +76	+0.5%	+$1.81K	0.04%	359
2016 Q4	$359K	Buy	+16,223	New	+$359K	0.05%	335