Jones Financial Companies’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 | $3.43M | Buy |
89,723
+21,526
| +32% | +$822K | ﹤0.01% | 599 |
|
|
2025
Q1 | $1.02M | Buy |
68,197
+52,798
| +343% | +$790K | ﹤0.01% | 849 |
|
|
2024
Q4 | $276K | Buy |
15,399
+13,405
| +672% | +$240K | ﹤0.01% | 1210 |
|
|
2024
Q3 | $25K | Buy |
1,994
+1,494
| +299% | +$18.8K | ﹤0.01% | 1871 |
|
|
2024
Q2 | $5.85K | Buy |
+500
| New | +$5.85K | ﹤0.01% | 1907 |
|