Sequoia Financial Advisors’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
$2.56M Buy
2025
Q2
$1.91M Buy
2025
Q1
$1.13M Sell
2024
Q4
$5.99M Sell
2024
Q3
$6.15M Sell
2024
Q2
$5.57M Sell
2024
Q1
$6.02M Sell
2023
Q4
$5.94M Sell
2023
Q3
$5.53M Sell
2023
Q2
$6.63M Sell
2023
Q1
$9.18M Buy
2022
Q4
$8.72M Buy
2022
Q3
$5.39M Buy
2022
Q2
$5.47M Buy
2022
Q1
$4.5M Buy
2021
Q4
$3.11M Buy