Trek Financial’s Vistra VST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $354K | Buy |
1,829
+30
| +2% | +$5.81K | 0.02% | 312 |
|
2025
Q1 | $211K | Buy |
1,799
+70
| +4% | +$8.22K | 0.02% | 367 |
|
2024
Q4 | $238K | Sell |
1,729
-71
| -4% | -$9.79K | 0.02% | 370 |
|
2024
Q3 | $213K | Buy |
+1,800
| New | +$213K | 0.02% | 366 |
|
2024
Q2 | – | Sell |
-3,829
| Closed | -$267K | – | 470 |
|
2024
Q1 | $267K | Buy |
+3,829
| New | +$267K | 0.02% | 329 |
|