O'Shaughnessy Asset Management’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 | $2.47M | Buy |
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|
2025
Q1 | $2.27M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $929K | Buy |
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|
2024
Q2 | $482K | Buy |
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|
2024
Q1 | $321K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $26K | Sell |
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|
2021
Q2 | $31K | Buy |
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|
2021
Q1 | $25K | Hold |
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|
2020
Q4 | $24K | Buy |
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|
2020
Q3 | $13K | Buy |
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|
2020
Q2 | $11K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $0 | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $148K | Sell |
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|
2017
Q1 | $300K | Sell |
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|
2016
Q4 | $348K | Sell |
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|
2016
Q3 | $386K | Buy |
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|
2016
Q2 | $385K | Buy |
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|
2016
Q1 | $174K | Buy |
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