Altman Advisors’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 | $1.82M | Buy |
31,493
+565
| +2% | +$32.6K | 0.74% | 66 |
|
|
2025
Q1 | $1.68M | Buy |
30,928
+1,132
| +4% | +$61.6K | 0.78% | 66 |
|
|
2024
Q4 | $1.6M | Buy |
29,796
+481
| +2% | +$25.9K | 0.68% | 63 |
|
|
2024
Q3 | $1.69M | Buy |
29,315
+284
| +1% | +$16.4K | 0.75% | 71 |
|
|
2024
Q2 | $1.42M | Buy |
29,031
+198
| +0.7% | +$9.7K | 0.81% | 61 |
|
|
2024
Q1 | $1.42M | Buy |
28,833
+17,380
| +152% | +$854K | 0.69% | 78 |
|
|
2023
Q4 | $538K | Sell |
11,453
-14,746
| -56% | -$693K | 0.28% | 89 |
|
|
2023
Q3 | $1.17M | Buy |
+26,199
| New | +$1.17M | 0.73% | 74 |
|
|
2023
Q1 | $985 | Buy |
17,666
+1,678
| +10% | +$94 | ﹤0.01% | 74 |
|
|
2022
Q4 | $997K | Buy |
15,988
+1,022
| +7% | +$63.8K | 0.62% | 71 |
|
|
2022
Q3 | $1.03M | Sell |
14,966
-312
| -2% | -$21.6K | 0.65% | 62 |
|
|
2022
Q2 | $1.26M | Buy |
+15,278
| New | +$1.26M | 0.72% | 65 |
|