OneDigital Investment Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Sell |
12,015
-261
| -2% | -$10.5K | 0.01% | 911 |
|
|
2025
Q1 | $492K | Buy |
12,276
+764
| +7% | +$30.6K | 0.01% | 860 |
|
|
2024
Q4 | $423K | Buy |
11,512
+233
| +2% | +$8.57K | ﹤0.01% | 956 |
|
|
2024
Q3 | $391K | Buy |
11,279
+233
| +2% | +$8.07K | ﹤0.01% | 1032 |
|
|
2024
Q2 | $318K | Buy |
11,046
+3,255
| +42% | +$93.8K | ﹤0.01% | 1081 |
|
|
2024
Q1 | $216K | Sell |
7,791
-32
| -0.4% | -$885 | ﹤0.01% | 1016 |
|
|
2023
Q4 | $208K | Buy |
+7,823
| New | +$208K | ﹤0.01% | 1046 |
|
|
2018
Q1 | – | Sell |
-203
| Closed | -$5K | – | 1363 |
|
|
2017
Q4 | $5K | Hold |
203
| – | – | ﹤0.01% | 1088 |
|
|
2017
Q3 | $5K | Hold |
203
| – | – | ﹤0.01% | 888 |
|
|
2017
Q2 | $5K | Buy |
+203
| New | +$5K | ﹤0.01% | 1060 |
|