Avalon 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 | $104K | Sell |
1,840
-47
| -2% | -$2.66K | 0.01% | 192 |
|
|
2025
Q1 | $106K | Buy |
1,887
+1,547
| +455% | +$86.7K | 0.01% | 179 |
|
|
2024
Q4 | $18.3K | Hold |
340
| – | – | ﹤0.01% | 292 |
|
|
2024
Q3 | $19.6K | Sell |
340
-250
| -42% | -$14.4K | ﹤0.01% | 263 |
|
|
2024
Q2 | $28.9K | Hold |
590
| – | – | ﹤0.01% | 245 |
|
|
2024
Q1 | $29K | Hold |
590
| – | – | ﹤0.01% | 248 |
|
|
2023
Q4 | $27.7K | Hold |
590
| – | – | ﹤0.01% | 246 |
|
|
2023
Q3 | $26.3K | Hold |
590
| – | – | ﹤0.01% | 216 |
|
|
2023
Q2 | $30.5K | Sell |
590
-1,200
| -67% | -$62.1K | ﹤0.01% | 228 |
|
|
2023
Q1 | $100K | Buy |
+1,790
| New | +$100K | 0.01% | 155 |
|