Bleakley Financial Group’s NuScale Power SMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.75M	Sell	44,181 -31,130	-41%	-$1.23M	0.04%	294
2025 Q1	$1.07M	Buy	75,311 +32,715	+77%	+$463K	0.03%	328
2024 Q4	$764K	Buy	+42,596	New	+$764K	0.02%	488
2024 Q3	–	Sell	-13,613	Closed	-$159K	–	1081
2024 Q2	$159K	Buy	+13,613	New	+$159K	﹤0.01%	915