LPL Financial’s NuScale Power SMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.4M | Buy |
|
|||||
|
2025
Q2 | $17.1M | Buy |
|
|||||
|
2025
Q1 | $3.87M | Buy |
|
|||||
|
2024
Q4 | $3.61M | Buy |
|
|||||
|
2024
Q3 | $1.24M | Sell |
|
|||||
|
2024
Q2 | $1.75M | Buy |
|
|||||
|
2024
Q1 | $492K | Buy |
|
|||||
|
2023
Q4 | $132K | Buy |
|
|||||
|
2023
Q3 | $157K | Buy |
|
|||||
|
2023
Q2 | $182K | Buy |
|
|||||
|
2023
Q1 | $183K | Sell |
|
|||||
|
2022
Q4 | $255K | Buy |
|
|||||
|
2022
Q3 | $258K | Buy |
|