JT Stratford LLC’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
$2.17M Sell
54,812
-15,738
-22% -$623K 0.33% 65
2025
Q1
$999K Sell
70,550
-2,215
-3% -$31.4K 0.18% 142
2024
Q4
$1.3M Sell
72,765
-45,993
-39% -$825K 0.21% 111
2024
Q3
$1.38M Sell
118,758
-29,171
-20% -$338K 0.24% 107
2024
Q2
$1.73M Buy
+147,929
New +$1.73M 0.32% 72