TFC Financial Management’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 | $168K | Buy |
4,245
+522
| +14% | +$20.7K | 0.02% | 142 |
|
|
2025
Q1 | $52.7K | Sell |
3,723
-2,778
| -43% | -$39.3K | 0.01% | 253 |
|
|
2024
Q4 | $117K | Buy |
6,501
+96
| +1% | +$1.72K | 0.02% | 173 |
|
|
2024
Q3 | $74.2K | Hold |
6,405
| – | – | 0.01% | 221 |
|
|
2024
Q2 | $74.9K | Buy |
+6,405
| New | +$74.9K | 0.01% | 203 |
|
|
2023
Q4 | – | Sell |
-4,400
| Closed | -$21.6K | – | 720 |
|
|
2023
Q3 | $21.6K | Buy |
4,400
+2,200
| +100% | +$10.8K | 0.01% | 288 |
|
|
2023
Q2 | $15K | Hold |
2,200
| – | – | ﹤0.01% | 310 |
|
|
2023
Q1 | $20K | Hold |
2,200
| – | – | 0.01% | 314 |
|
|
2022
Q4 | $22.6K | Buy |
+2,200
| New | +$22.6K | 0.01% | 249 |
|