Strategic Investment 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
$3.55M Sell
18,379
-2,360
-11% -$456K 0.35% 44
2025
Q1
$2.44M Sell
20,739
-771
-4% -$90.5K 0.26% 54
2024
Q4
$2.97M Sell
21,510
-839
-4% -$116K 0.32% 46
2024
Q3
$2.65M Buy
22,349
+448
+2% +$53.1K 0.29% 51
2024
Q2
$1.88M Buy
21,901
+1,115
+5% +$95.9K 0.23% 63
2024
Q1
$1.45M Sell
20,786
-363
-2% -$25.3K 0.19% 80
2023
Q4
$815K Buy
+21,149
New +$815K 0.12% 116