Sigma Planning Corp’s Vistra VST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.7M | Buy |
8,756
+322
| +4% | +$62.4K | 0.05% | 347 |
|
2025
Q1 | $990K | Buy |
8,434
+447
| +6% | +$52.5K | 0.03% | 496 |
|
2024
Q4 | $1.1M | Sell |
7,987
-2,112
| -21% | -$291K | 0.03% | 460 |
|
2024
Q3 | $1.2M | Sell |
10,099
-3,390
| -25% | -$402K | 0.04% | 443 |
|
2024
Q2 | $1.16M | Sell |
13,489
-1,806
| -12% | -$155K | 0.04% | 435 |
|
2024
Q1 | $1.07M | Buy |
15,295
+517
| +3% | +$36K | 0.03% | 485 |
|
2023
Q4 | $569K | Sell |
14,778
-15,164
| -51% | -$584K | 0.04% | 420 |
|
2023
Q3 | $994K | Buy |
+29,942
| New | +$994K | 0.04% | 468 |
|
2018
Q4 | – | Sell |
-8,450
| Closed | -$210K | – | 962 |
|
2018
Q3 | $210K | Buy |
+8,450
| New | +$210K | 0.01% | 844 |
|