Prudent Man 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 | $697K | Buy |
17,269
+30
| +0.2% | +$1.21K | 0.22% | 102 |
|
|
2025
Q1 | $691K | Buy |
17,239
+464
| +3% | +$18.6K | 0.25% | 95 |
|
|
2024
Q4 | $617K | Sell |
16,775
-2,312
| -12% | -$85K | 0.22% | 100 |
|
|
2024
Q3 | $661K | Sell |
19,087
-6,080
| -24% | -$211K | 0.22% | 111 |
|
|
2024
Q2 | $725K | Buy |
25,167
+845
| +3% | +$24.3K | 0.26% | 95 |
|
|
2024
Q1 | $673K | Buy |
+24,322
| New | +$673K | 0.25% | 96 |
|