Summit Financial’s Tennessee Valley Authority Power Bonds 1999 Series A due May 1, 2029 TVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
48,927
+1,346
+3% +$31.4K 0.03% 394
2025
Q1
$1.12M Buy
47,581
+1,296
+3% +$30.5K 0.03% 353
2024
Q4
$1.03M Buy
46,285
+1,890
+4% +$42.1K 0.04% 311
2024
Q3
$1.01M Buy
44,395
+3,604
+9% +$81.7K 0.04% 259
2024
Q2
$899K Buy
40,791
+9,550
+31% +$210K 0.04% 249
2024
Q1
$687K Buy
+31,241
New +$687K 0.04% 224