Allworth Financial’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
2,002
+430
| +27% | +$83.4K | ﹤0.01% | 912 |
|
|
2025
Q1 | $195K | Buy |
1,572
+130
| +9% | +$16.1K | ﹤0.01% | 953 |
|
|
2024
Q4 | $270K | Sell |
1,442
-75
| -5% | -$14K | ﹤0.01% | 851 |
|
|
2024
Q3 | $180K | Sell |
1,517
-105
| -6% | -$12.4K | ﹤0.01% | 848 |
|
|
2024
Q2 | $124K | Buy |
1,622
+320
| +25% | +$24.5K | ﹤0.01% | 990 |
|
|
2024
Q1 | $90.7K | Sell |
1,302
-31
| -2% | -$2.16K | ﹤0.01% | 1054 |
|
|
2023
Q4 | $51.3K | Buy |
1,333
+22
| +2% | +$847 | ﹤0.01% | 1190 |
|
|
2023
Q3 | $43.5K | Buy |
1,311
+106
| +9% | +$3.52K | ﹤0.01% | 1170 |
|
|
2023
Q2 | $31.6K | Buy |
1,205
+396
| +49% | +$10.4K | ﹤0.01% | 1301 |
|
|
2023
Q1 | $19.4K | Buy |
809
+98
| +14% | +$2.35K | ﹤0.01% | 1468 |
|
|
2022
Q4 | $16.5K | Sell |
711
-121
| -15% | -$2.81K | ﹤0.01% | 1465 |
|
|
2022
Q3 | $17K | Buy |
832
+34
| +4% | +$695 | ﹤0.01% | 1374 |
|
|
2022
Q2 | $18K | Buy |
798
+119
| +18% | +$2.68K | ﹤0.01% | 1288 |
|
|
2022
Q1 | $16K | Buy |
679
+57
| +9% | +$1.34K | ﹤0.01% | 1348 |
|
|
2021
Q4 | $14K | Hold |
622
| – | – | ﹤0.01% | 1276 |
|
|
2021
Q3 | $11K | Buy |
+622
| New | +$11K | ﹤0.01% | 1314 |
|