Rothschild Investment LLC’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
43,785
-268
| -0.6% | -$10.8K | 0.11% | 156 |
|
|
2025
Q1 | $1.77M | Buy |
44,053
+36
| +0.1% | +$1.44K | 0.12% | 160 |
|
|
2024
Q4 | $1.62M | Sell |
44,017
-391
| -0.9% | -$14.4K | 0.11% | 165 |
|
|
2024
Q3 | $1.54M | Sell |
44,408
-245
| -0.5% | -$8.49K | 0.1% | 172 |
|
|
2024
Q2 | $1.29M | Sell |
44,653
-785
| -2% | -$22.6K | 0.09% | 193 |
|
|
2024
Q1 | $1.26M | Sell |
45,438
-185
| -0.4% | -$5.12K | 0.09% | 193 |
|
|
2023
Q4 | $1.21M | Sell |
45,623
-3,380
| -7% | -$89.7K | 0.1% | 165 |
|
|
2023
Q3 | $1.21M | Buy |
49,003
+14
| +0% | +$345 | 0.1% | 183 |
|
|
2023
Q2 | $1.34M | Buy |
48,989
+760
| +2% | +$20.8K | 0.11% | 180 |
|
|
2023
Q1 | $1.35M | Hold |
48,229
| – | – | 0.12% | 173 |
|
|
2022
Q4 | $1.32M | Hold |
48,229
| – | – | 0.12% | 171 |
|
|
2022
Q3 | $1.22M | Hold |
48,229
| – | – | 0.12% | 174 |
|
|
2022
Q2 | $1.42M | Sell |
48,229
-500
| -1% | -$14.7K | 0.13% | 164 |
|
|
2022
Q1 | $1.55M | Hold |
48,729
| – | – | 0.12% | 167 |
|
|
2021
Q4 | $1.35M | Buy |
48,729
+300
| +0.6% | +$8.28K | 0.1% | 185 |
|
|
2021
Q3 | $1.17M | Hold |
48,429
| – | – | 0.1% | 201 |
|
|
2021
Q2 | $1.19M | Sell |
48,429
-386
| -0.8% | -$9.46K | 0.09% | 203 |
|
|
2021
Q1 | $1.18M | Buy |
48,815
+5,050
| +12% | +$122K | 0.1% | 200 |
|
|
2020
Q4 | $1M | Buy |
43,765
+2,800
| +7% | +$64.2K | 0.1% | 193 |
|
|
2020
Q3 | $901K | Buy |
40,965
+5,923
| +17% | +$130K | 0.1% | 187 |
|
|
2020
Q2 | $797K | Hold |
35,042
| – | – | 0.1% | 188 |
|
|
2020
Q1 | $875K | Buy |
35,042
+790
| +2% | +$19.7K | 0.11% | 177 |
|
|
2019
Q4 | $954K | Buy |
34,252
+15,810
| +86% | +$440K | 0.09% | 202 |
|
|
2019
Q3 | $552K | Buy |
18,442
+150
| +0.8% | +$4.49K | 0.06% | 240 |
|
|
2019
Q2 | $527K | Hold |
18,292
| – | – | 0.06% | 248 |
|
|
2019
Q1 | $524K | Sell |
18,292
-2,844
| -13% | -$81.5K | 0.06% | 243 |
|
|
2018
Q4 | $536K | Hold |
21,136
| – | – | 0.07% | 225 |
|
|
2018
Q3 | $527K | Hold |
21,136
| – | – | 0.06% | 236 |
|
|
2018
Q2 | $555K | Sell |
21,136
-1,216
| -5% | -$31.9K | 0.07% | 225 |
|
|
2018
Q1 | $534K | Sell |
22,352
-375
| -2% | -$8.96K | 0.07% | 234 |
|
|
2017
Q4 | $583K | Sell |
22,727
-1,232
| -5% | -$31.6K | 0.06% | 258 |
|
|
2017
Q3 | $613K | Sell |
23,959
-1,300
| -5% | -$33.3K | 0.07% | 248 |
|
|
2017
Q2 | $641K | Hold |
25,259
| – | – | 0.07% | 251 |
|
|
2017
Q1 | $601K | Sell |
25,259
-60
| -0.2% | -$1.43K | 0.07% | 254 |
|
|
2016
Q4 | $561K | Hold |
25,319
| – | – | 0.07% | 249 |
|
|
2016
Q3 | $610K | Buy |
25,319
+500
| +2% | +$12K | 0.07% | 237 |
|
|
2016
Q2 | $658K | Sell |
24,819
-93
| -0.4% | -$2.47K | 0.08% | 222 |
|
|
2016
Q1 | $587K | Sell |
24,912
-1,000
| -4% | -$23.6K | 0.08% | 246 |
|
|
2015
Q4 | $506K | Hold |
25,912
| – | – | 0.06% | 266 |
|
|
2015
Q3 | $481K | Sell |
25,912
-40,034
| -61% | -$743K | 0.06% | 289 |
|
|
2015
Q2 | $1.18M | Hold |
65,946
| – | – | 0.14% | 175 |
|
|
2015
Q1 | $1.14M | Sell |
65,946
-733
| -1% | -$12.7K | 0.13% | 168 |
|
|
2014
Q4 | $1.11M | Hold |
66,679
| – | – | 0.13% | 172 |
|
|
2014
Q3 | $1.07M | Hold |
66,679
| – | – | 0.13% | 175 |
|
|
2014
Q2 | $1.03M | Sell |
66,679
-7,635
| -10% | -$118K | 0.13% | 160 |
|
|
2014
Q1 | $1.04M | Sell |
74,314
-3,181
| -4% | -$44.4K | 0.14% | 153 |
|
|
2013
Q4 | $1M | Buy |
77,495
+733
| +1% | +$9.47K | 0.14% | 154 |
|
|
2013
Q3 | $932K | Buy |
76,762
+1,527
| +2% | +$18.5K | 0.14% | 147 |
|
|
2013
Q2 | $847K | Buy |
+75,235
| New | +$847K | 0.14% | 152 |
|