Holistic Financial Partners’s Vivakor VIVK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-3
Closed -$4.2K 147
2025
Q3
$4.2K Hold
3
﹤0.01% 139
2025
Q2
$8K Hold
3
﹤0.01% 128
2025
Q1
$7.5K Hold
3
﹤0.01% 122
2024
Q4
$12.2K Hold
3
0.01% 122
2024
Q3
$15.4K Buy
+3
New +$24.3K 0.01% 120

Other funds holding VIVK

Holistic Financial Partners's VIVK Position: Q4 2025 in Review

Holistic Financial Partners sold out of Vivakor (VIVK) in Q4 2025, closing a stake of 3 shares — an estimated $4.2K sold.

Holistic Financial Partners first reported a position in VIVK in Q3 2024 and held it in 5 quarters. The position peaked at $15.4K in Q3 2024. 4 funds tracked by Wall St. Rank hold VIVK as of Q4 2025.

  • Holistic Financial Partners reported no remaining Vivakor position as of Q4 2025 after selling out during the quarter.
  • Holistic Financial Partners sold 3 Vivakor shares in Q4 2025, an estimated $4.2K.
  • Holistic Financial Partners first reported a position in Vivakor in Q3 2024 and held it in 5 quarters.
  • Holistic Financial Partners's Vivakor position peaked at $15.4K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Vivakor as of Q4 2025.

Based on Holistic Financial Partners's 13F filing for Q4 2025, filed 7 Jan 2026.