SFP
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Shepherd Financial Partners’s NiSource NI Stock Holding History

Shepherd Financial Partners’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 		$309K Buy
7,656
+285
+4% +$11.5K 0.03% 196
2025
Q1 		$295K Buy
7,371
+122
+2% +$4.89K 0.03% 188
2024
Q4 		$266K Buy
7,249
+238
+3% +$8.75K 0.03% 188
2024
Q3 		$243K Hold
7,011
– – 0.03% 200
2024
Q2 		$202K Buy
+7,011
New +$202K 0.03% 209