Janney Montgomery Scott’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 | $2.26M | Sell |
57,001
-27,777
| -33% | -$1.1M | 0.01% | 1152 |
|
|
2025
Q1 | $1.2M | Buy |
84,778
+73,504
| +652% | +$1.04M | ﹤0.01% | 1434 |
|
|
2024
Q4 | $202K | Buy |
+11,274
| New | +$202K | ﹤0.01% | 2545 |
|
|
2024
Q1 | – | Sell |
-64,500
| Closed | -$212K | – | 2820 |
|
|
2023
Q4 | $212K | Buy |
64,500
+19,800
| +44% | +$65.1K | ﹤0.01% | 2432 |
|
|
2023
Q3 | $219K | Buy |
44,700
+900
| +2% | +$4.41K | ﹤0.01% | 2339 |
|
|
2023
Q2 | $298K | Buy |
43,800
+12,500
| +40% | +$85K | ﹤0.01% | 2225 |
|
|
2023
Q1 | $285K | Buy |
31,300
+10,200
| +48% | +$92.9K | ﹤0.01% | 2080 |
|
|
2022
Q4 | $216K | Buy |
21,100
+8,900
| +73% | +$91.1K | ﹤0.01% | 2333 |
|
|
2022
Q3 | $142K | Buy |
+12,200
| New | +$142K | ﹤0.01% | 2357 |
|