HBK Sorce Advisory’s NiSource NI Stock Holding History

HBK Sorce Advisory’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$421K	Buy
2025 Q2	$388K	Buy
2025 Q1	$383K	Buy
2024 Q4	$351K	Buy
2024 Q3	$331K	Sell
2024 Q2	$275K	Buy
2024 Q1	$264K	Buy