Montag & Associates’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.5M | Buy |
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|
2025
Q2 | $3.43M | Sell |
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|
2025
Q1 | $2.09M | Sell |
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|
2024
Q4 | $3.63M | Buy |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $57.8K | Hold |
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|
2023
Q3 | $49.8K | Hold |
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|
2023
Q2 | $39.4K | Hold |
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|
2023
Q1 | $36K | Hold |
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|
2022
Q4 | $34.8K | Hold |
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|
2022
Q3 | $32K | Hold |
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|
2022
Q2 | $34K | Hold |
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|
2022
Q1 | $35K | Hold |
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|
2021
Q4 | $34K | Hold |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $28K | Sell |
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|
2021
Q1 | $133K | Sell |
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|
2020
Q4 | $560K | Sell |
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|
2020
Q3 | $981K | Sell |
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|
2020
Q2 | $1.22M | Hold |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $1.39M | Hold |
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|
2019
Q3 | $1.62M | Sell |
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|
2019
Q2 | $1.75M | Sell |
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|
2019
Q1 | $3.35M | Buy |
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|
2018
Q4 | $1.78M | Buy |
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|
2018
Q3 | $1.72M | Buy |
|