OneDigital Investment Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $504K | Sell |
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|
2025
Q2 | $485K | Sell |
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|
2025
Q1 | $492K | Buy |
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|
2024
Q4 | $423K | Buy |
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|
2024
Q3 | $391K | Buy |
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|
2024
Q2 | $318K | Buy |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $208K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $5K | Hold |
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|
2017
Q2 | $5K | Buy |
|