Vestmark Advisory Solutions’s NiSource NI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $994K | Buy |
24,637
+11,368
| +86% | +$459K | 0.01% | 498 |
|
2025
Q1 | $532K | Buy |
13,269
+2,567
| +24% | +$103K | 0.01% | 506 |
|
2024
Q4 | $393K | Buy |
10,702
+444
| +4% | +$16.3K | 0.01% | 451 |
|
2024
Q3 | $355K | Buy |
10,258
+565
| +6% | +$19.6K | 0.01% | 421 |
|
2024
Q2 | $279K | Buy |
9,693
+2,407
| +33% | +$69.3K | 0.01% | 472 |
|
2024
Q1 | $202K | Buy |
+7,286
| New | +$202K | 0.01% | 512 |
|
2021
Q1 | – | Sell |
-13,590
| Closed | -$312K | – | 738 |
|
2020
Q4 | $312K | Buy |
13,590
+258
| +2% | +$5.92K | 0.04% | 462 |
|
2020
Q3 | $293K | Sell |
13,332
-89
| -0.7% | -$1.96K | 0.04% | 433 |
|
2020
Q2 | $305K | Buy |
13,421
+2,022
| +18% | +$46K | 0.05% | 404 |
|
2020
Q1 | $285K | Buy |
+11,399
| New | +$285K | 0.06% | 374 |
|