Private Advisory Group’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 |
-7,034
| Closed | -$970K | – | 237 |
|
|
2024
Q4 | $970K | Buy |
+7,034
| New | +$970K | 0.11% | 119 |
|
|
2024
Q3 | – | Sell |
-10,815
| Closed | -$930K | – | 220 |
|
|
2024
Q2 | $930K | Sell |
10,815
-5,896
| -35% | -$507K | 0.12% | 110 |
|
|
2024
Q1 | $1.16M | Sell |
16,711
-3,822
| -19% | -$266K | 0.17% | 91 |
|
|
2023
Q4 | $791K | Buy |
+20,533
| New | +$791K | 0.14% | 116 |
|