Sequoia 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
Q2 | $2.39M | Sell |
12,315
-2,902
| -19% | -$562K | 0.02% | 427 |
|
|
2025
Q1 | $1.79M | Buy |
15,217
+465
| +3% | +$54.6K | 0.01% | 458 |
|
|
2024
Q4 | $2.03M | Buy |
14,752
+10,694
| +264% | +$1.47M | 0.02% | 399 |
|
|
2024
Q3 | $481K | Sell |
4,058
-915
| -18% | -$108K | 0.01% | 759 |
|
|
2024
Q2 | $428K | Buy |
4,973
+1,965
| +65% | +$169K | 0.01% | 756 |
|
|
2024
Q1 | $209K | Buy |
+3,008
| New | +$209K | ﹤0.01% | 1037 |
|