Beacon Capital Management LLC (Tennessee)’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 | $60.1K | Buy |
1,063
+6
| +0.6% | +$339 | 0.01% | 310 |
|
|
2025
Q1 | $59.3K | Buy |
1,057
+12
| +1% | +$673 | 0.01% | 285 |
|
|
2024
Q4 | $56.3K | Buy |
1,045
+12
| +1% | +$646 | 0.01% | 288 |
|
|
2024
Q3 | $59.7K | Buy |
1,033
+38
| +4% | +$2.2K | 0.01% | 292 |
|
|
2024
Q2 | $48.8K | Buy |
995
+50
| +5% | +$2.45K | 0.01% | 290 |
|
|
2024
Q1 | $46.5K | Buy |
945
+909
| +2,525% | +$44.7K | 0.01% | 305 |
|
|
2023
Q4 | $1.61K | Hold |
36
| – | – | ﹤0.01% | 815 |
|
|
2023
Q3 | $1.86K | Hold |
36
| – | – | ﹤0.01% | 853 |
|
|
2023
Q2 | $1.86K | Hold |
36
| – | – | ﹤0.01% | 853 |
|
|
2023
Q1 | $2.01K | Hold |
36
| – | – | ﹤0.01% | 762 |
|
|
2022
Q4 | $2.21K | Hold |
36
| – | – | ﹤0.01% | 785 |
|
|
2022
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 667 |
|
|
2022
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 707 |
|
|
2022
Q1 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 708 |
|