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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$968K Buy
41,356
+1,227
+3% +$28.7K 0.02% 417
2025
Q1
$954K Buy
40,129
+650
+2% +$15.5K 0.03% 385
2024
Q4
$889K Buy
39,479
+1,873
+5% +$42.2K 0.03% 337
2024
Q3
$862K Buy
37,606
+1,687
+5% +$38.7K 0.03% 287
2024
Q2
$815K Buy
35,919
+11,523
+47% +$261K 0.04% 260
2024
Q1
$540K Buy
+24,396
New +$540K 0.03% 243