Stonebridge Financial Group’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	–	Sell	-795	Closed	-$11.3K	–	830
2025 Q1	$11.3K	Buy	795 +200	+34%	+$2.83K	﹤0.01%	578
2024 Q4	$10.7K	Buy	+595	New	+$10.7K	﹤0.01%	584