Forum Financial Management’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
6,082
-5,479
| -47% | -$1.06M | 0.02% | 187 |
|
|
2025
Q1 | $1.36M | Buy |
11,561
+7
| +0.1% | +$822 | 0.02% | 168 |
|
|
2024
Q4 | $1.59M | Buy |
11,554
+27
| +0.2% | +$3.72K | 0.03% | 147 |
|
|
2024
Q3 | $1.37M | Buy |
11,527
+80
| +0.7% | +$9.48K | 0.02% | 143 |
|
|
2024
Q2 | $984K | Buy |
11,447
+50
| +0.4% | +$4.3K | 0.02% | 180 |
|
|
2024
Q1 | $794K | Buy |
11,397
+16
| +0.1% | +$1.11K | 0.01% | 225 |
|
|
2023
Q4 | $438K | Hold |
11,381
| – | – | 0.01% | 325 |
|
|
2023
Q3 | $378K | Hold |
11,381
| – | – | 0.01% | 352 |
|
|
2023
Q2 | $299K | Hold |
11,381
| – | – | 0.01% | 432 |
|
|
2023
Q1 | $273K | Buy |
11,381
+116
| +1% | +$2.78K | 0.01% | 436 |
|
|
2022
Q4 | $261K | Sell |
11,265
-745
| -6% | -$17.3K | 0.01% | 435 |
|
|
2022
Q3 | $252K | Hold |
12,010
| – | – | 0.01% | 406 |
|
|
2022
Q2 | $274K | Buy |
12,010
+746
| +7% | +$17K | 0.01% | 383 |
|
|
2022
Q1 | $261K | Hold |
11,264
| – | – | 0.01% | 464 |
|
|
2021
Q4 | $256K | Buy |
+11,264
| New | +$256K | 0.01% | 491 |
|