Newbridge Financial Services Group’s NuScale Power SMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$183K	Buy	16,875 +225	+1%	+$3.42K	0.03%	227
2025 Q4	$236K	Buy	16,650 +2,380	+17%	+$68.1K	0.04%	210
2025 Q3	$514K	Buy	14,270 +1,015	+8%	+$40.4K	0.08%	187
2025 Q2	$524K	Sell	13,255 -500	-4%	-$12.5K	0.09%	176
2025 Q1	$195K	Hold	13,755	–	–	0.05%	198
2024 Q4	$247K	Buy	13,755 +6,855	+99%	+$141K	0.06%	184
2024 Q3	$79.9K	Buy	6,900 +5,650	+452%	+$57.6K	0.03%	214
2024 Q2	$14.6K	Hold	1,250	–	–	0.01%	639
2024 Q1	$6.64K	Hold	1,250	–	–	﹤0.01%	847
2023 Q4	$4.11K	Hold	1,250	–	–	﹤0.01%	886
2023 Q3	$6.13K	Hold	1,250	–	–	﹤0.01%	912
2023 Q2	$8.5K	Buy	+1,250	New	+$10.1K	﹤0.01%	917