Balboa Wealth 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
$260K Buy
4,594
+610
+15% +$34.5K 0.05% 278
2025
Q1
$223K Buy
+3,984
New +$223K 0.05% 248