Bard Financial Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,100
| Closed | -$221K | – | 208 |
|
|
2024
Q4 | $221K | Sell |
4,100
-5,900
| -59% | -$318K | 0.03% | 182 |
|
|
2024
Q3 | $578K | Sell |
10,000
-3,000
| -23% | -$173K | 0.07% | 140 |
|
|
2024
Q2 | $637K | Hold |
13,000
| – | – | 0.07% | 140 |
|
|
2024
Q1 | $639K | Sell |
13,000
-10,000
| -43% | -$492K | 0.07% | 136 |
|
|
2023
Q4 | $1.08M | Buy |
23,000
+2,400
| +12% | +$113K | 0.12% | 112 |
|
|
2023
Q3 | $920K | Sell |
20,600
-450
| -2% | -$20.1K | 0.11% | 115 |
|
|
2023
Q2 | $1.09M | Sell |
21,050
-2,500
| -11% | -$129K | 0.08% | 165 |
|
|
2023
Q1 | $1.32M | Sell |
23,550
-345
| -1% | -$19.3K | 0.11% | 144 |
|
|
2022
Q4 | $1.47M | Buy |
23,895
+7,020
| +42% | +$430K | 0.12% | 131 |
|
|
2022
Q3 | $1.17M | Hold |
16,875
| – | – | 0.11% | 139 |
|
|
2022
Q2 | $1.35M | Hold |
16,875
| – | – | 0.12% | 131 |
|
|
2022
Q1 | $1.43M | Sell |
16,875
-2,050
| -11% | -$174K | 0.12% | 124 |
|
|
2021
Q4 | $1.49M | Hold |
18,925
| – | – | 0.12% | 124 |
|
|
2021
Q3 | $1.38M | Buy |
18,925
+1,450
| +8% | +$106K | 0.12% | 128 |
|
|
2021
Q2 | $1.29M | Sell |
17,475
-1,075
| -6% | -$79.1K | 0.11% | 129 |
|
|
2021
Q1 | $1.41M | Sell |
18,550
-1,900
| -9% | -$144K | 0.14% | 120 |
|
|
2020
Q4 | $1.54M | Buy |
+20,450
| New | +$1.54M | 0.15% | 115 |
|