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Summit Financial’s NiSource NI Stock Holding History

Summit Financial’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 		$275K Buy
6,829
+101
+2% +$4.07K 0.01% 704
2025
Q1 		$270K Buy
6,728
+607
+10% +$24.3K 0.01% 634
2024
Q4 		$225K Buy
+6,121
New +$225K 0.01% 596