Alta Advisers’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 | $252K | Hold |
4,461
| – | – | 0.09% | 194 |
|
|
2025
Q1 | $250K | Buy |
+4,461
| New | +$250K | 0.11% | 186 |
|
|
2024
Q4 | – | Sell |
-2,300
| Closed | -$133K | – | 216 |
|
|
2024
Q3 | $133K | Hold |
2,300
| – | – | 0.06% | 227 |
|
|
2024
Q2 | $113K | Buy |
2,300
+300
| +15% | +$14.7K | 0.05% | 233 |
|
|
2024
Q1 | $98.4K | Hold |
2,000
| – | – | 0.05% | 282 |
|
|
2023
Q4 | $94K | Hold |
2,000
| – | – | 0.05% | 268 |
|
|
2023
Q3 | $89.3K | Hold |
2,000
| – | – | 0.05% | 262 |
|
|
2023
Q2 | $104K | Hold |
2,000
| – | – | 0.06% | 236 |
|
|
2023
Q1 | $112K | Hold |
2,000
| – | – | 0.07% | 202 |
|
|
2022
Q4 | $123K | Hold |
2,000
| – | – | 0.07% | 173 |
|
|
2022
Q3 | $138K | Buy |
+2,000
| New | +$138K | 0.09% | 138 |
|