LGT 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
Q1 | – | Sell |
-521
| Closed | -$71.8K | – | 718 |
|
|
2024
Q4 | $71.8K | Hold |
521
| – | – | 0.16% | 121 |
|
|
2024
Q3 | $61.8K | Hold |
521
| – | – | 0.15% | 103 |
|
|
2024
Q2 | $44.8K | Hold |
521
| – | – | 0.09% | 171 |
|
|
2024
Q1 | $36.3K | Hold |
521
| – | – | 0.04% | 264 |
|
|
2023
Q4 | $20.1K | Hold |
521
| – | – | 0.02% | 351 |
|
|
2023
Q3 | $17.3K | Buy |
+521
| New | +$17.3K | 0.02% | 371 |
|