Jacobi Capital 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
$428K Buy
2,207
+202
+10% +$39.1K 0.03% 420
2025
Q1
$235K Buy
+2,005
New +$235K 0.02% 523
2024
Q4
Sell
-1,983
Closed -$235K 582
2024
Q3
$235K Buy
+1,983
New +$235K 0.02% 521