Ballast Inc’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 | – | Sell |
-3,938
| Closed | -$221K | – | 174 |
|
|
2025
Q1 | $221K | Hold |
3,938
| – | – | 0.06% | 123 |
|
|
2024
Q4 | $212K | Sell |
3,938
-65
| -2% | -$3.5K | 0.06% | 118 |
|
|
2024
Q3 | $231K | Buy |
+4,003
| New | +$231K | 0.07% | 121 |
|
|
2024
Q2 | – | Sell |
-4,084
| Closed | -$201K | – | 121 |
|
|
2024
Q1 | $201K | Buy |
+4,084
| New | +$201K | 0.06% | 120 |
|
|
2023
Q3 | – | Sell |
-4,233
| Closed | -$219K | – | 111 |
|
|
2023
Q2 | $219K | Buy |
+4,233
| New | +$219K | 0.08% | 112 |
|