HB Wealth 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
$1.57M Sell
8,085
-62
-0.8% -$12K 0.01% 416
2025
Q1
$957K Buy
8,147
+2,949
+57% +$346K 0.01% 542
2024
Q4
$717K Buy
5,198
+2,271
+78% +$313K 0.01% 495
2024
Q3
$347K Buy
+2,927
New +$347K ﹤0.01% 706