SF
TVC

Summit Financial’s Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 TVC Stock Holding History

Summit Financial’s Portfolio TVC Stock Details TVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-41,356
Closed -$968K – 1265
2025
Q2 		$968K Buy
41,356
+1,227
+3% +$28.9K 0.02% 417
2025
Q1 		$954K Buy
40,129
+650
+2% +$15.1K 0.03% 385
2024
Q4 		$889K Buy
39,479
+1,873
+5% +$42.8K 0.03% 337
2024
Q3 		$862K Buy
37,606
+1,687
+5% +$38.6K 0.03% 287
2024
Q2 		$815K Buy
35,919
+11,523
+47% +$255K 0.04% 260
2024
Q1 		$540K Buy
+24,396
New +$546K 0.03% 243

Other funds holding TVC

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
1L
10Elms LLP Tulsa, Oklahoma $159M AUM 13.16% 1-Year Est. Return