Apexium 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
$437K Buy
2,253
+150
+7% +$29.1K 0.02% 199
2025
Q1
$247K Sell
2,103
-147
-7% -$17.3K 0.01% 245
2024
Q4
$310K Sell
2,250
-100
-4% -$13.8K 0.02% 205
2024
Q3
$279K Sell
2,350
-50
-2% -$5.93K 0.02% 197
2024
Q2
$206K Sell
2,400
-500
-17% -$43K 0.01% 215
2024
Q1
$203K Buy
+2,900
New +$203K 0.02% 218