LPL Financial’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 | $17.1M | Buy |
432,743
+159,349
| +58% | +$6.3M | 0.01% | 1360 |
|
|
2025
Q1 | $3.87M | Buy |
273,394
+72,098
| +36% | +$1.02M | ﹤0.01% | 2369 |
|
|
2024
Q4 | $3.61M | Buy |
201,296
+93,863
| +87% | +$1.68M | ﹤0.01% | 2333 |
|
|
2024
Q3 | $1.24M | Sell |
107,433
-42,142
| -28% | -$488K | ﹤0.01% | 3146 |
|
|
2024
Q2 | $1.75M | Buy |
149,575
+57,009
| +62% | +$666K | ﹤0.01% | 2704 |
|
|
2024
Q1 | $492K | Buy |
92,566
+52,361
| +130% | +$278K | ﹤0.01% | 3749 |
|
|
2023
Q4 | $132K | Buy |
40,205
+8,105
| +25% | +$26.7K | ﹤0.01% | 4436 |
|
|
2023
Q3 | $157K | Buy |
32,100
+5,369
| +20% | +$26.3K | ﹤0.01% | 4259 |
|
|
2023
Q2 | $182K | Buy |
26,731
+6,635
| +33% | +$45.1K | ﹤0.01% | 4131 |
|
|
2023
Q1 | $183K | Sell |
20,096
-4,789
| -19% | -$43.5K | ﹤0.01% | 4043 |
|
|
2022
Q4 | $255K | Buy |
24,885
+2,808
| +13% | +$28.8K | ﹤0.01% | 3771 |
|
|
2022
Q3 | $258K | Buy |
+22,077
| New | +$258K | ﹤0.01% | 3697 |
|