Allegheny Financial Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,212
| Closed | -$281K | – | 236 |
|
|
2024
Q4 | $281K | Buy |
+5,212
| New | +$281K | 0.07% | 188 |
|
|
2022
Q4 | – | Sell |
-3,191
| Closed | -$220K | – | 170 |
|
|
2022
Q3 | $220K | Sell |
3,191
-717
| -18% | -$49.4K | 0.1% | 138 |
|
|
2022
Q2 | $312K | Buy |
3,908
+184
| +5% | +$14.7K | 0.15% | 117 |
|
|
2022
Q1 | $316K | Sell |
3,724
-689
| -16% | -$58.5K | 0.13% | 112 |
|
|
2021
Q4 | $347K | Buy |
4,413
+12
| +0.3% | +$944 | 0.14% | 106 |
|
|
2021
Q3 | $321K | Buy |
4,401
+16
| +0.4% | +$1.17K | 0.15% | 102 |
|
|
2021
Q2 | $323K | Sell |
4,385
-285
| -6% | -$21K | 0.15% | 104 |
|
|
2021
Q1 | $355K | Sell |
4,670
-125
| -3% | -$9.5K | 0.26% | 62 |
|
|
2020
Q4 | $361K | Buy |
+4,795
| New | +$361K | 0.19% | 76 |
|