Kovitz Investment Group Partners’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Sell |
20,326
-75,554
| -79% | -$14.6M | 0.02% | 488 |
|
|
2025
Q1 | $11.3M | Buy |
95,880
+89,855
| +1,491% | +$10.6M | 0.06% | 245 |
|
|
2024
Q4 | $831K | Sell |
6,025
-769
| -11% | -$106K | ﹤0.01% | 757 |
|
|
2024
Q3 | $387K | Sell |
6,794
-18,526
| -73% | -$1.05M | ﹤0.01% | 804 |
|
|
2024
Q2 | $2.18M | Buy |
+25,320
| New | +$2.18M | 0.02% | 420 |
|