Vontobel Holding’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
8,614
-47
| -0.5% | -$1.9K | ﹤0.01% | 885 |
|
|
2025
Q1 | $347K | Sell |
8,661
-3,605
| -29% | -$145K | ﹤0.01% | 881 |
|
|
2024
Q4 | $451K | Buy |
12,266
+2,087
| +21% | +$76.7K | ﹤0.01% | 820 |
|
|
2024
Q3 | $353K | Sell |
10,179
-1,826
| -15% | -$63.3K | ﹤0.01% | 877 |
|
|
2024
Q2 | $346K | Buy |
12,005
+1,875
| +19% | +$54K | ﹤0.01% | 862 |
|
|
2024
Q1 | $280K | Buy |
+10,130
| New | +$280K | ﹤0.01% | 914 |
|
|
2023
Q2 | – | Sell |
-11,014
| Closed | -$308K | – | 1129 |
|
|
2023
Q1 | $308K | Buy |
11,014
+1,234
| +13% | +$34.5K | ﹤0.01% | 884 |
|
|
2022
Q4 | $268K | Sell |
9,780
-12,320
| -56% | -$338K | ﹤0.01% | 915 |
|
|
2022
Q3 | $574K | Buy |
22,100
+7,562
| +52% | +$196K | 0.01% | 676 |
|
|
2022
Q2 | $428K | Sell |
14,538
-416
| -3% | -$12.2K | ﹤0.01% | 757 |
|
|
2022
Q1 | $472K | Buy |
+14,954
| New | +$472K | ﹤0.01% | 809 |
|