HBK Sorce Advisory’s Vistra VST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.38M Sell
2025
Q2
$7.14M Buy
2025
Q1
$4.29M Sell
2024
Q4
$5.19M Sell
2024
Q3
$4.87M Sell
2024
Q2
$3.64M Sell
2024
Q1
$5.07M Sell
2023
Q4
$3.04M Sell
2023
Q3
$2.98M Sell
2023
Q2
$2.48M Buy
2023
Q1
$2.26M Sell
2022
Q4
$4.66M Buy
2022
Q3
$2.09M Buy