Valeo 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
Q2 | $746K | Buy |
|
|||||
|
2025
Q1 | $725K | Buy |
|
|||||
|
2024
Q4 | $367K | Buy |
|
|||||
|
2024
Q3 | $344K | Sell |
|
|||||
|
2024
Q2 | $326K | Sell |
|
|||||
|
2024
Q1 | $329K | Sell |
|
|||||
|
2023
Q4 | $375K | Buy |
|
|||||
|
2023
Q3 | $208K | Buy |
|
|||||
|
2023
Q2 | $221K | Buy |
|
|||||
|
2023
Q1 | $226K | Buy |
|
|||||
|
2022
Q4 | $222K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $147K | Buy |
|
|||||
|
2020
Q4 | $136K | Buy |
|
|||||
|
2020
Q3 | $130K | Buy |
|
|||||
|
2020
Q2 | $87K | Sell |
|
|||||
|
2020
Q1 | $112K | Sell |
|
|||||
|
2019
Q4 | $129K | Buy |
|
|||||
|
2019
Q3 | $136K | Sell |
|
|||||
|
2019
Q2 | $142K | Buy |
|
|||||
|
2019
Q1 | $128K | Hold |
|
|||||
|
2018
Q4 | $113K | Sell |
|
|||||
|
2018
Q3 | $114K | Sell |
|
|||||
|
2018
Q2 | $123K | Buy |
|
|||||
|
2018
Q1 | $93K | Buy |
|
|||||
|
2017
Q4 | $75K | Sell |
|
|||||
|
2017
Q3 | $114K | Buy |
|