Stifel 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 | $7.44M | Sell |
188,071
-11,879
| -6% | -$470K | 0.01% | 1038 |
|
|
2025
Q1 | $2.83M | Buy |
199,950
+27,854
| +16% | +$394K | ﹤0.01% | 1518 |
|
|
2024
Q4 | $3.09M | Buy |
172,096
+53,741
| +45% | +$964K | ﹤0.01% | 1499 |
|
|
2024
Q3 | $1.37M | Buy |
118,355
+100,995
| +582% | +$1.17M | ﹤0.01% | 2017 |
|
|
2024
Q2 | $203K | Buy |
+17,360
| New | +$203K | ﹤0.01% | 3111 |
|