Summit Securities 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	$154K	Sell	3,898 -5,695	-59%	-$225K	0.03%	190
2025 Q1	$136K	Buy	+9,593	New	+$136K	0.02%	106
2024 Q4	–	Sell	-1,338	Closed	-$15K	–	734
2024 Q3	$15K	Buy	+1,338	New	+$15K	﹤0.01%	240