Alan B. Lancz & Associates’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 | – | Sell |
-8,392
| Closed | -$471K | – | 129 |
|
|
2025
Q1 | $471K | Hold |
8,392
| – | – | 0.5% | 54 |
|
|
2024
Q4 | $452K | Sell |
8,392
-150
| -2% | -$8.08K | 0.46% | 55 |
|
|
2024
Q3 | $494K | Hold |
8,542
| – | – | 0.45% | 57 |
|
|
2024
Q2 | $419K | Buy |
+8,542
| New | +$419K | 0.41% | 64 |
|
|
2023
Q4 | $452K | Sell |
9,611
-802
| -8% | -$37.7K | 0.47% | 56 |
|
|
2023
Q3 | $465K | Sell |
10,413
-802
| -7% | -$35.8K | 0.53% | 49 |
|
|
2023
Q2 | $581K | Sell |
11,215
-199
| -2% | -$10.3K | 0.62% | 40 |
|
|
2023
Q1 | $638K | Hold |
11,414
| – | – | 0.66% | 34 |
|
|
2022
Q4 | $718K | Hold |
11,414
| – | – | 0.73% | 32 |
|
|
2022
Q3 | $789K | Hold |
11,414
| – | – | 0.94% | 25 |
|
|
2022
Q2 | $936K | Sell |
11,414
-802
| -7% | -$65.8K | 0.93% | 24 |
|
|
2022
Q1 | $1.04M | Hold |
12,216
| – | – | 0.92% | 24 |
|
|
2021
Q4 | $960K | Buy |
+12,216
| New | +$960K | 0.84% | 24 |
|