Steward Partners Investment Advisory’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.74M | Buy |
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|
2025
Q2 | $5.72M | Buy |
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|
2025
Q1 | $2.78M | Sell |
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|
2024
Q4 | $4.85M | Buy |
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|
2024
Q3 | $2.33M | Buy |
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|
2024
Q2 | $341K | Buy |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $302K | Buy |
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|
2023
Q3 | $254K | Buy |
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|
2023
Q2 | $200K | Sell |
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|
2023
Q1 | $194K | Buy |
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|
2022
Q4 | $12.4K | Buy |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $25K | Buy |
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|
2021
Q4 | $15K | Hold |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $11.5K | Sell |
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|
2020
Q4 | $14K | Buy |
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|
2020
Q3 | $12K | Sell |
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|
2020
Q2 | $12K | Hold |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $15K | Hold |
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|
2019
Q3 | $17K | Hold |
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|
2019
Q2 | $14K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $24K | Hold |
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|
2018
Q2 | $23K | Buy |
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