Summit Securities Group’s TransAlta TAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$227K	Sell	21,000 -9,000	-30%	-$97.1K	0.04%	155
2025 Q1	$281K	Sell	30,000 -36,668	-55%	-$343K	0.04%	72
2024 Q4	$943K	Buy	+66,668	New	+$943K	0.19%	30