Alpha Family Trust’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 | $370K | Hold |
6,540
| – | – | 0.18% | 104 |
|
|
2025
Q1 | $367K | Hold |
6,540
| – | – | 0.21% | 91 |
|
|
2024
Q4 | $352K | Hold |
6,540
| – | – | 0.2% | 86 |
|
|
2024
Q3 | $378K | Hold |
6,540
| – | – | 0.21% | 83 |
|
|
2024
Q2 | $320K | Hold |
6,540
| – | – | 0.19% | 91 |
|
|
2024
Q1 | $322K | Buy |
+6,540
| New | +$322K | 0.19% | 94 |
|
|
2023
Q4 | – | Sell |
-8,430
| Closed | -$377K | – | 147 |
|
|
2023
Q3 | $377K | Buy |
8,430
+1,710
| +25% | +$76.4K | 0.29% | 65 |
|
|
2023
Q2 | $348K | Buy |
+6,720
| New | +$348K | 0.24% | 68 |
|