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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.45M | Hold |
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|
2025
Q2 | $1.35M | Hold |
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|
2025
Q1 | $1.35M | Hold |
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|
2024
Q4 | $1.23M | Hold |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $975K | Buy |
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|
2024
Q1 | $928K | Hold |
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|
2023
Q4 | $891K | Hold |
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|
2023
Q3 | $828K | Hold |
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|
2023
Q2 | $918K | Hold |
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|
2023
Q1 | $938K | Hold |
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|
2022
Q4 | $920K | Hold |
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|
2022
Q3 | $845K | Hold |
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|
2022
Q2 | $990K | Sell |
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|
2022
Q1 | $1.07M | Hold |
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|
2021
Q4 | $929K | Buy |
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|
2021
Q3 | $814K | Buy |
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|
2021
Q2 | $823K | Hold |
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|
2021
Q1 | $810K | Sell |
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|
2020
Q4 | $772K | Buy |
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|
2020
Q3 | $635K | Hold |
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|
2020
Q2 | $657K | Sell |
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|
2020
Q1 | $909K | Buy |
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