Valeo Financial Advisors’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 | $1.4M | Sell |
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|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $745K | Buy |
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|
2024
Q4 | $807K | Buy |
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|
2024
Q3 | $659K | Buy |
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|
2024
Q2 | $245K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $4K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $3K | Buy |
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