Annis Gardner Whiting Capital 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 | $194K | Buy |
3,440
+88
| +3% | +$4.97K | 0.07% | 213 |
|
|
2025
Q1 | $188K | Buy |
3,352
+228
| +7% | +$12.8K | 0.08% | 193 |
|
|
2024
Q4 | $168K | Sell |
3,124
-58
| -2% | -$3.12K | 0.05% | 219 |
|
|
2024
Q3 | $184K | Sell |
3,182
-13
| -0.4% | -$751 | 0.05% | 216 |
|
|
2024
Q2 | $157K | Buy |
3,195
+13
| +0.4% | +$637 | 0.04% | 241 |
|
|
2024
Q1 | $157K | Buy |
3,182
+2,970
| +1,401% | +$146K | 0.06% | 222 |
|
|
2023
Q4 | $9.96K | Buy |
212
+137
| +183% | +$6.44K | ﹤0.01% | 477 |
|
|
2023
Q3 | $3.35K | Buy |
+75
| New | +$3.35K | ﹤0.01% | 564 |
|