TFC Financial Management’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$147K Sell
2025
Q2
$168K Buy
2025
Q1
$52.7K Sell
2024
Q4
$117K Buy
2024
Q3
$74.2K Hold
2024
Q2
$74.9K Buy
2023
Q4
Sell
2023
Q3
$21.6K Buy
2023
Q2
$15K Hold
2023
Q1
$20K Hold
2022
Q4
$22.6K Buy