SageView Advisory Group’s NiSource NI Stock Holding History

SageView Advisory Group’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 Q2	$454K	Sell
2025 Q1	$442K	Sell
2024 Q4	$433K	Buy
2024 Q3	$380K	Sell
2024 Q2	$324K	Buy
2024 Q1	–	Sell
2023 Q4	$575K	Buy
2023 Q3	$319K	Sell
2023 Q2	$391K	Buy
2023 Q1	$350K	Buy