Night Owl Capital 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 | $22.3M | Sell |
115,037
-100,430
| -47% | -$19.5M | 2.58% | 16 |
|
|
2025
Q1 | $25.3M | Buy |
215,467
+8,772
| +4% | +$1.03M | 3.16% | 16 |
|
|
2024
Q4 | $28.5M | Buy |
206,695
+7,022
| +4% | +$968K | 3.68% | 14 |
|
|
2024
Q3 | $23.7M | Buy |
199,673
+6,231
| +3% | +$739K | 3.24% | 15 |
|
|
2024
Q2 | $16.6M | Buy |
193,442
+907
| +0.5% | +$78K | 2.49% | 19 |
|
|
2024
Q1 | $13.4M | Buy |
+192,535
| New | +$13.4M | 2.04% | 20 |
|