Advisory Alpha’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 | $260K | Buy |
+4,600
| New | +$260K | 0.01% | 403 |
|
|
2020
Q4 | – | Sell |
-1,126
| Closed | -$91K | – | 216 |
|
|
2020
Q3 | $91K | Buy |
+1,126
| New | +$91K | 0.02% | 150 |
|
|
2020
Q2 | – | Sell |
-1,126
| Closed | -$86.6K | – | 194 |
|
|
2020
Q1 | $86.6K | Hold |
1,126
| – | – | 0.02% | 155 |
|
|
2019
Q4 | $92.4K | Buy |
1,126
+67
| +6% | +$5.5K | 0.02% | 215 |
|
|
2019
Q3 | $86.1K | Buy |
+1,059
| New | +$86.1K | 0.03% | 191 |
|
|
2019
Q2 | – | Sell |
-1,036
| Closed | -$75.9K | – | 224 |
|
|
2019
Q1 | $75.9K | Buy |
+1,036
| New | +$75.9K | 0.03% | 186 |
|