Berger Financial Group’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 | $298K | Buy |
5,266
+24
| +0.5% | +$1.36K | 0.02% | 340 |
|
|
2025
Q1 | $294K | Sell |
5,242
-2
| -0% | -$112 | 0.02% | 335 |
|
|
2024
Q4 | $282K | Buy |
5,244
+139
| +3% | +$7.49K | 0.02% | 327 |
|
|
2024
Q3 | $295K | Buy |
5,105
+16
| +0.3% | +$925 | 0.02% | 308 |
|
|
2024
Q2 | $249K | Hold |
5,089
| – | – | 0.02% | 321 |
|
|
2024
Q1 | $250K | Buy |
+5,089
| New | +$250K | 0.02% | 315 |
|