Slocum, Gordon & Co’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
1,200
+200
| +20% | +$38.8K | 0.19% | 50 |
|
|
2025
Q1 | $117K | Buy |
+1,000
| New | +$117K | 0.09% | 67 |
|
|
2023
Q4 | – | Sell |
-135,000
| Closed | -$4.48M | – | 156 |
|
|
2023
Q3 | $4.48M | Sell |
135,000
-103,154
| -43% | -$3.42M | 3.9% | 8 |
|
|
2023
Q2 | $6.25M | Sell |
238,154
-4,360
| -2% | -$114K | 4.54% | 7 |
|
|
2023
Q1 | $5.82M | Sell |
242,514
-101,014
| -29% | -$2.42M | 4.83% | 9 |
|
|
2022
Q4 | $7.97M | Buy |
+343,528
| New | +$7.97M | 5.14% | 8 |
|