SMA
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Sage Mountain Advisors’s NiSource NI Stock Holding History

Sage Mountain Advisors’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$354K Buy
8,784
+3,080
+54% +$124K 0.02% 297
2025
Q1 		$229K Sell
5,704
-720
-11% -$28.9K 0.02% 352
2024
Q4 		$236K Sell
6,424
-980
-13% -$36K 0.02% 342
2024
Q3 		$257K Buy
+7,404
New +$257K 0.02% 320