Level Four Advisory Services’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Sell |
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|
2025
Q1 | $732K | Buy |
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|
2024
Q4 | $668K | Buy |
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|
2024
Q3 | $633K | Buy |
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|
2024
Q2 | $517K | Sell |
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|
2024
Q1 | $498K | Hold |
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|
2023
Q4 | $498K | Buy |
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|
2023
Q3 | $461K | Buy |
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|
2023
Q2 | $508K | Sell |
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|
2023
Q1 | $520K | Hold |
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|
2022
Q4 | $510K | Hold |
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|
2022
Q3 | $468K | Buy |
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|
2022
Q2 | $542K | Hold |
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|
2022
Q1 | $585K | Buy |
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|
2021
Q4 | $444K | Buy |
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|
2021
Q3 | $388K | Hold |
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|
2021
Q2 | $392K | Hold |
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|
2021
Q1 | $386K | Hold |
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|
2020
Q4 | $367K | Hold |
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|
2020
Q3 | $352K | Sell |
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|
2020
Q2 | $367K | Hold |
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|
2020
Q1 | $404K | Buy |
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|
2019
Q4 | $451K | Buy |
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|
2019
Q3 | $479K | Sell |
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|
2019
Q2 | $474K | Hold |
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|
2019
Q1 | $472K | Sell |
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|
2018
Q4 | $728K | Sell |
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|
2018
Q3 | $867K | Sell |
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|
2018
Q2 | $922K | Buy |
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|
2018
Q1 | $401K | Buy |
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|
2017
Q4 | $418K | Buy |
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|
2017
Q3 | $417K | Buy |
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|
2017
Q2 | $386K | Sell |
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|
2017
Q1 | $388K | Buy |
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|
2016
Q4 | $359K | Buy |
|