Rothschild Investment LLC’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 | $1.77M | Sell |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.62M | Sell |
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|
2024
Q3 | $1.54M | Sell |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.35M | Hold |
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|
2022
Q4 | $1.32M | Hold |
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|
2022
Q3 | $1.22M | Hold |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $1.55M | Hold |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.17M | Hold |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $901K | Buy |
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|
2020
Q2 | $797K | Hold |
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|
2020
Q1 | $875K | Buy |
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|
2019
Q4 | $954K | Buy |
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|
2019
Q3 | $552K | Buy |
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|
2019
Q2 | $527K | Hold |
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|
2019
Q1 | $524K | Sell |
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|
2018
Q4 | $536K | Hold |
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|
2018
Q3 | $527K | Hold |
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|
2018
Q2 | $555K | Sell |
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|
2018
Q1 | $534K | Sell |
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|
2017
Q4 | $583K | Sell |
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|
2017
Q3 | $613K | Sell |
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|
2017
Q2 | $641K | Hold |
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|
2017
Q1 | $601K | Sell |
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|
2016
Q4 | $561K | Hold |
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|
2016
Q3 | $610K | Buy |
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|
2016
Q2 | $658K | Sell |
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|
2016
Q1 | $587K | Sell |
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|
2015
Q4 | $506K | Hold |
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|
2015
Q3 | $481K | Sell |
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|
2015
Q2 | $1.18M | Hold |
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|
2015
Q1 | $1.14M | Sell |
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|
2014
Q4 | $1.11M | Hold |
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|
2014
Q3 | $1.07M | Hold |
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|
2014
Q2 | $1.03M | Sell |
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|
2014
Q1 | $1.04M | Sell |
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|
2013
Q4 | $1M | Buy |
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|
2013
Q3 | $932K | Buy |
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|
2013
Q2 | $847K | Buy |
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