Allworth Financial’s Vistra VST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$388K Buy
2025
Q1
$195K Buy
2024
Q4
$270K Sell
2024
Q3
$180K Sell
2024
Q2
$124K Buy
2024
Q1
$90.7K Sell
2023
Q4
$51.3K Buy
2023
Q3
$43.5K Buy
2023
Q2
$31.6K Buy
2023
Q1
$19.4K Buy
2022
Q4
$16.5K Sell
2022
Q3
$17K Buy
2022
Q2
$18K Buy
2022
Q1
$16K Buy
2021
Q4
$14K Hold
2021
Q3
$11K Buy