Fiduciary Financial Group’s Vistra VST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Sell
2,414
-276
-10% -$51.1K 0.08% 151
2025
Q1
$294K Buy
2,690
+39
+1% +$4.26K 0.06% 196
2024
Q4
$442K Buy
2,651
+105
+4% +$17.5K 0.1% 128
2024
Q3
$326K Sell
2,546
-143
-5% -$18.3K 0.07% 190
2024
Q2
$231K Buy
+2,689
New +$231K 0.06% 233