1620 Investment Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $509K | Buy |
9,002
+244
| +3% | +$13.8K | 0.36% | 82 |
|
2025
Q1 | $491K | Buy |
8,758
+83
| +1% | +$4.65K | 0.38% | 81 |
|
2024
Q4 | $467K | Buy |
8,675
+273
| +3% | +$14.7K | 0.35% | 88 |
|
2024
Q3 | $486K | Buy |
8,402
+95
| +1% | +$5.49K | 0.35% | 88 |
|
2024
Q2 | $407K | Buy |
+8,307
| New | +$407K | 0.31% | 93 |
|