JNBA Financial Advisors’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.9K | Hold |
500
| – | – | 0.01% | 225 |
|
|
2025
Q1 | $58.7K | Hold |
500
| – | – | 0.01% | 265 |
|
|
2024
Q4 | $68.9K | Hold |
500
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $59.3K | Hold |
500
| – | – | 0.01% | 268 |
|
|
2024
Q2 | $43K | Hold |
500
| – | – | ﹤0.01% | 304 |
|
|
2024
Q1 | $34.8K | Sell |
500
-148
| -23% | -$10.3K | ﹤0.01% | 327 |
|
|
2023
Q4 | $25K | Hold |
648
| – | – | ﹤0.01% | 372 |
|
|
2023
Q3 | $21.5K | Hold |
648
| – | – | ﹤0.01% | 377 |
|
|
2023
Q2 | $17K | Buy |
648
+148
| +30% | +$3.89K | ﹤0.01% | 406 |
|
|
2023
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 457 |
|
|
2022
Q4 | $11.6K | Hold |
500
| – | – | ﹤0.01% | 438 |
|
|
2022
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 465 |
|
|
2022
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 480 |
|
|
2022
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 484 |
|
|
2021
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 517 |
|
|
2021
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 533 |
|
|
2021
Q2 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 499 |
|