HBK Sorce Advisory’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.14M | Buy |
36,859
+339
| +0.9% | +$65.7K | 0.19% | 51 |
|
|
2025
Q1 | $4.29M | Sell |
36,520
-1,111
| -3% | -$130K | 0.13% | 80 |
|
|
2024
Q4 | $5.19M | Sell |
37,631
-3,415
| -8% | -$471K | 0.16% | 65 |
|
|
2024
Q3 | $4.87M | Sell |
41,046
-1,284
| -3% | -$152K | 0.15% | 67 |
|
|
2024
Q2 | $3.64M | Sell |
42,330
-30,453
| -42% | -$2.62M | 0.13% | 77 |
|
|
2024
Q1 | $5.07M | Sell |
72,783
-6,185
| -8% | -$431K | 0.18% | 62 |
|
|
2023
Q4 | $3.04M | Sell |
78,968
-10,861
| -12% | -$418K | 0.12% | 93 |
|
|
2023
Q3 | $2.98M | Sell |
89,829
-4,750
| -5% | -$158K | 0.13% | 89 |
|
|
2023
Q2 | $2.48M | Buy |
94,579
+256
| +0.3% | +$6.72K | 0.11% | 117 |
|
|
2023
Q1 | $2.26M | Sell |
94,323
-106,627
| -53% | -$2.56M | 0.1% | 126 |
|
|
2022
Q4 | $4.66M | Buy |
200,950
+101,276
| +102% | +$2.35M | 0.13% | 113 |
|
|
2022
Q3 | $2.09M | Buy |
+99,674
| New | +$2.09M | 0.14% | 113 |
|