Oxford Financial Group’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.57M | Sell |
33,563
-39
| -0.1% | -$1.76K | 0.08% | 67 |
|
|
2025
Q4 | $1.4M | Buy |
33,602
+39
| +0.1% | +$1.67K | 0.08% | 68 |
|
|
2025
Q3 | $1.45M | Hold |
33,563
| – | – | 0.08% | 69 |
|
|
2025
Q2 | $1.35M | Hold |
33,563
| – | – | 0.08% | 68 |
|
|
2025
Q1 | $1.35M | Hold |
33,563
| – | – | 0.09% | 62 |
|
|
2024
Q4 | $1.23M | Hold |
33,563
| – | – | 0.08% | 76 |
|
|
2024
Q3 | $1.16M | Sell |
33,563
-271
| -0.8% | -$8.65K | 0.07% | 83 |
|
|
2024
Q2 | $975K | Buy |
33,834
+271
| +0.8% | +$7.64K | 0.06% | 94 |
|
|
2024
Q1 | $928K | Hold |
33,563
| – | – | 0.06% | 84 |
|
|
2023
Q4 | $891K | Hold |
33,563
| – | – | 0.07% | 90 |
|
|
2023
Q3 | $828K | Hold |
33,563
| – | – | 0.07% | 86 |
|
|
2023
Q2 | $918K | Hold |
33,563
| – | – | 0.09% | 79 |
|
|
2023
Q1 | $938K | Hold |
33,563
| – | – | 0.11% | 72 |
|
|
2022
Q4 | $920K | Hold |
33,563
| – | – | 0.11% | 73 |
|
|
2022
Q3 | $845K | Hold |
33,563
| – | – | 0.13% | 71 |
|
|
2022
Q2 | $990K | Sell |
33,563
-76
| -0.2% | -$2.3K | 0.15% | 65 |
|
|
2022
Q1 | $1.07M | Hold |
33,639
| – | – | 0.14% | 71 |
|
|
2021
Q4 | $929K | Buy |
33,639
+42
| +0.1% | +$1.07K | 0.1% | 86 |
|
|
2021
Q3 | $814K | Buy |
33,597
+16
| +0% | +$399 | 0.1% | 81 |
|
|
2021
Q2 | $823K | Hold |
33,581
| – | – | 0.11% | 86 |
|
|
2021
Q1 | $810K | Sell |
33,581
-76
| -0.2% | -$1.71K | 0.11% | 80 |
|
|
2020
Q4 | $772K | Buy |
33,657
+4,773
| +17% | +$112K | 0.11% | 77 |
|
|
2020
Q3 | $635K | Hold |
28,884
| – | – | 0.1% | 86 |
|
|
2020
Q2 | $657K | Sell |
28,884
-7,513
| -21% | -$181K | 0.11% | 79 |
|
|
2020
Q1 | $909K | Buy |
+36,397
| New | +$1.01M | 0.18% | 55 |
|
Other funds holding NI
VCM
VPM
