Sowell Financial Services’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
7,068
+226
| +3% | +$43.8K | 0.06% | 341 |
|
|
2025
Q1 | $804K | Buy |
+6,842
| New | +$804K | 0.04% | 453 |
|
|
2022
Q4 | – | Sell |
-10,428
| Closed | -$219K | – | 547 |
|
|
2022
Q3 | $219K | Buy |
+10,428
| New | +$219K | 0.02% | 393 |
|
|
2021
Q2 | – | Sell |
-2,434
| Closed | -$39K | – | 2700 |
|
|
2021
Q1 | $39K | Sell |
2,434
-282
| -10% | -$4.52K | ﹤0.01% | 1764 |
|
|
2020
Q4 | $53K | Buy |
2,716
+2,421
| +821% | +$47.2K | ﹤0.01% | 1372 |
|
|
2020
Q3 | $6K | Sell |
295
-254
| -46% | -$5.17K | ﹤0.01% | 1967 |
|
|
2020
Q2 | $10K | Hold |
549
| – | – | ﹤0.01% | 1709 |
|
|
2020
Q1 | $9K | Hold |
549
| – | – | ﹤0.01% | 1655 |
|
|
2019
Q4 | $13K | Buy |
549
+5
| +0.9% | +$118 | ﹤0.01% | 1602 |
|
|
2019
Q3 | $15K | Buy |
+544
| New | +$15K | ﹤0.01% | 1398 |
|