Aspect Partners’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 | Buy |
4,461
+16
| +0.4% | +$904 | 0.12% | 73 |
|
|
2025
Q1 | $249K | Buy |
4,445
+4
| +0.1% | +$224 | 0.14% | 64 |
|
|
2024
Q4 | $239K | Buy |
4,441
+3
| +0.1% | +$162 | 0.14% | 66 |
|
|
2024
Q3 | $256K | Hold |
4,438
| – | – | 0.14% | 61 |
|
|
2024
Q2 | $217K | Buy |
4,438
+3,019
| +213% | +$148K | 0.13% | 69 |
|
|
2024
Q1 | $69.8K | Sell |
1,419
-378
| -21% | -$18.6K | 0.06% | 103 |
|
|
2023
Q4 | $84.5K | Buy |
+1,797
| New | +$84.5K | 0.05% | 93 |
|