Kingsview Wealth 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 | $3.25M | Buy |
16,788
+6,888
| +70% | +$1.33M | 0.06% | 327 |
|
2025
Q1 | $1.16M | Buy |
9,900
+6,422
| +185% | +$754K | 0.02% | 508 |
|
2024
Q4 | $479K | Sell |
3,478
-12
| -0.3% | -$1.65K | 0.01% | 755 |
|
2024
Q3 | $414K | Buy |
3,490
+379
| +12% | +$44.9K | 0.01% | 775 |
|
2024
Q2 | $267K | Sell |
3,111
-126
| -4% | -$10.8K | 0.01% | 878 |
|
2024
Q1 | $225K | Buy |
+3,237
| New | +$225K | 0.01% | 925 |
|
2022
Q4 | – | Sell |
-32,750
| Closed | -$688K | – | 908 |
|
2022
Q3 | $688K | Buy |
+32,750
| New | +$688K | 0.03% | 423 |
|