UMB Bank’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
9,430
+47
| +0.5% | +$1.9K | 0.01% | 460 |
|
|
2025
Q1 | $376K | Buy |
9,383
+242
| +3% | +$9.7K | 0.01% | 450 |
|
|
2024
Q4 | $336K | Buy |
9,141
+244
| +3% | +$8.97K | 0.01% | 474 |
|
|
2024
Q3 | $308K | Hold |
8,897
| – | – | ﹤0.01% | 491 |
|
|
2024
Q2 | $256K | Buy |
8,897
+81
| +0.9% | +$2.33K | ﹤0.01% | 516 |
|
|
2024
Q1 | $244K | Buy |
8,816
+41
| +0.5% | +$1.13K | ﹤0.01% | 528 |
|
|
2023
Q4 | $233K | Hold |
8,775
| – | – | ﹤0.01% | 547 |
|
|
2023
Q3 | $217K | Buy |
8,775
+95
| +1% | +$2.35K | ﹤0.01% | 552 |
|
|
2023
Q2 | $237K | Hold |
8,680
| – | – | ﹤0.01% | 545 |
|
|
2023
Q1 | $243K | Sell |
8,680
-35
| -0.4% | -$979 | ﹤0.01% | 536 |
|
|
2022
Q4 | $239K | Sell |
8,715
-38
| -0.4% | -$1.04K | ﹤0.01% | 545 |
|
|
2022
Q3 | $220K | Sell |
8,753
-5
| -0.1% | -$126 | ﹤0.01% | 584 |
|
|
2022
Q2 | $258K | Hold |
8,758
| – | – | ﹤0.01% | 580 |
|
|
2022
Q1 | $279K | Hold |
8,758
| – | – | ﹤0.01% | 587 |
|
|
2021
Q4 | $242K | Buy |
8,758
+43
| +0.5% | +$1.19K | ﹤0.01% | 632 |
|
|
2021
Q3 | $211K | Hold |
8,715
| – | – | ﹤0.01% | 358 |
|
|
2021
Q2 | $214K | Hold |
8,715
| – | – | ﹤0.01% | 354 |
|
|
2021
Q1 | $210K | Buy |
+8,715
| New | +$210K | 0.01% | 341 |
|
|
2016
Q3 | – | Sell |
-7,739
| Closed | -$206K | – | 358 |
|
|
2016
Q2 | $206K | Buy |
+7,739
| New | +$206K | 0.01% | 333 |
|