Kestra Advisory Services’s Vital Energy VTLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $285K | Sell |
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|
2025
Q2 | $318K | Sell |
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|
2025
Q1 | $452K | Buy |
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|
2024
Q4 | $658K | Buy |
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|
2024
Q3 | $572K | Buy |
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|
2024
Q2 | $438K | Hold |
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|
2024
Q1 | $513K | Hold |
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|
2023
Q4 | $444K | Hold |
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|
2023
Q3 | $541K | Sell |
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|
2023
Q2 | $491K | Hold |
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|
2023
Q1 | $495K | Sell |
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|
2022
Q4 | $565K | Sell |
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|
2022
Q3 | $724K | Sell |
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|
2022
Q2 | $852K | Buy |
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|
2022
Q1 | $972K | Hold |
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|
2021
Q4 | $739K | Buy |
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|
2021
Q3 | $938K | Buy |
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