Avion Wealth’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 | $14K | Buy |
262
+49
| +23% | +$2.62K | ﹤0.01% | 379 |
|
|
2025
Q1 | $11K | Hold |
213
| – | – | ﹤0.01% | 368 |
|
|
2024
Q4 | $11K | Sell |
213
-3
| -1% | -$155 | ﹤0.01% | 368 |
|
|
2024
Q3 | $12K | Buy |
216
+8
| +4% | +$444 | ﹤0.01% | 336 |
|
|
2024
Q2 | $10K | Buy |
208
+30
| +17% | +$1.44K | ﹤0.01% | 330 |
|
|
2024
Q1 | $9K | Buy |
178
+42
| +31% | +$2.12K | ﹤0.01% | 328 |
|
|
2023
Q4 | $6K | Sell |
136
-19
| -12% | -$838 | ﹤0.01% | 358 |
|
|
2023
Q3 | $6K | Buy |
155
+11
| +8% | +$426 | ﹤0.01% | 325 |
|
|
2023
Q2 | $7K | Buy |
144
+28
| +24% | +$1.36K | ﹤0.01% | 316 |
|
|
2023
Q1 | $7K | Buy |
116
+16
| +16% | +$966 | ﹤0.01% | 283 |
|
|
2022
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 297 |
|
|
2022
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 292 |
|
|
2022
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 275 |
|
|
2022
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 249 |
|
|
2021
Q4 | $8K | Sell |
100
-100
| -50% | -$8K | ﹤0.01% | 252 |
|
|
2021
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 200 |
|
|
2021
Q2 | $15K | Buy |
200
+100
| +100% | +$7.5K | ﹤0.01% | 192 |
|
|
2021
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 232 |
|
|
2020
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 243 |
|
|
2020
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 200 |
|