Farther Finance Advisors’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 | $703K | Buy |
17,766
+4,864
| +38% | +$192K | 0.01% | 746 |
|
|
2025
Q1 | $189K | Buy |
12,902
+833
| +7% | +$12.2K | ﹤0.01% | 1252 |
|
|
2024
Q4 | $216K | Buy |
12,069
+63
| +0.5% | +$1.13K | 0.01% | 957 |
|
|
2024
Q3 | $139K | Hold |
12,006
| – | – | 0.01% | 1159 |
|
|
2024
Q2 | $131K | Hold |
12,006
| – | – | 0.01% | 1014 |
|
|
2024
Q1 | $62.9K | Buy |
12,006
+11,958
| +24,913% | +$62.7K | ﹤0.01% | 1101 |
|
|
2023
Q4 | $158 | Buy |
48
+21
| +78% | +$69 | ﹤0.01% | 3256 |
|
|
2023
Q3 | $132 | Buy |
+27
| New | +$132 | ﹤0.01% | 2526 |
|
|
2023
Q2 | – | Sell |
-11
| Closed | -$100 | – | 2564 |
|
|
2023
Q1 | $100 | Hold |
11
| – | – | ﹤0.01% | 2282 |
|
|
2022
Q4 | $113 | Buy |
+11
| New | +$113 | ﹤0.01% | 2126 |
|