D.A. Davidson & Co’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 | $824K | Buy |
20,822
+212
| +1% | +$8.39K | 0.01% | 868 |
|
|
2025
Q1 | $292K | Hold |
20,610
| – | – | ﹤0.01% | 1207 |
|
|
2024
Q4 | $370K | Hold |
20,610
| – | – | ﹤0.01% | 1139 |
|
|
2024
Q3 | $239K | Buy |
20,610
+305
| +2% | +$3.53K | ﹤0.01% | 1248 |
|
|
2024
Q2 | $237K | Buy |
20,305
+1,105
| +6% | +$12.9K | ﹤0.01% | 1236 |
|
|
2024
Q1 | $102K | Buy |
+19,200
| New | +$102K | ﹤0.01% | 1344 |
|