AMBIA
Allen Mooney & Barnes Investment Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Hold |
5,975
| – | – | 0.06% | 124 |
|
|
2025
Q1 | $335K | Hold |
5,975
| – | – | 0.05% | 121 |
|
|
2024
Q4 | $322K | Sell |
5,975
-1,247
| -17% | -$67.2K | 0.05% | 122 |
|
|
2024
Q3 | $417K | Sell |
7,222
-102
| -1% | -$5.9K | 0.07% | 111 |
|
|
2024
Q2 | $359K | Sell |
7,324
-180
| -2% | -$8.82K | 0.06% | 123 |
|
|
2024
Q1 | $368K | Buy |
7,504
+320
| +4% | +$15.7K | 0.07% | 125 |
|
|
2023
Q4 | $338K | Buy |
7,184
+1,192
| +20% | +$56K | 0.06% | 123 |
|
|
2023
Q3 | $268K | Buy |
5,992
+1
| +0% | +$45 | 0.06% | 124 |
|
|
2023
Q2 | $310K | Buy |
5,991
+1,575
| +36% | +$81.6K | 0.07% | 116 |
|
|
2023
Q1 | $247K | Sell |
4,416
-665
| -13% | -$37.2K | 0.06% | 121 |
|
|
2022
Q4 | $312K | Sell |
5,081
-11
| -0.2% | -$675 | 0.07% | 108 |
|
|
2022
Q3 | $352K | Hold |
5,092
| – | – | 0.09% | 101 |
|
|
2022
Q2 | $406K | Hold |
5,092
| – | – | 0.1% | 96 |
|
|
2022
Q1 | $433K | Buy |
+5,092
| New | +$433K | 0.1% | 107 |
|