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Summit Trail Advisors’s NiSource NI Stock Holding History

Summit Trail 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 		$716K Buy
+17,737
New +$716K 0.01% 589
2018
Q1 		– Sell
-1,094
Closed -$27K – 1239
2017
Q4 		$27K Buy
+1,094
New +$27K ﹤0.01% 966