Regal Investment Advisors’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	$277K	Buy	+6,995	New	+$277K	0.02%	442
2024 Q2	–	Sell	-11,169	Closed	-$59.3K	–	602
2024 Q1	$59.3K	Sell	11,169 -6,615	-37%	-$35.1K	﹤0.01%	569
2023 Q4	$58.5K	Buy	17,784 +5,445	+44%	+$17.9K	﹤0.01%	532
2023 Q3	$60.5K	Buy	+12,339	New	+$60.5K	0.01%	485