Beverly Hills Private Wealth’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 | $1.82M | Buy |
32,266
+3,755
| +13% | +$212K | 0.34% | 81 |
|
|
2025
Q1 | $1.6M | Buy |
28,511
+1,014
| +4% | +$56.9K | 0.32% | 86 |
|
|
2024
Q4 | $1.48M | Buy |
27,497
+2,535
| +10% | +$137K | 0.3% | 92 |
|
|
2024
Q3 | $1.44M | Sell |
24,962
-7,497
| -23% | -$433K | 0.29% | 95 |
|
|
2024
Q2 | $1.59M | Sell |
32,459
-842
| -3% | -$41.3K | 0.35% | 81 |
|
|
2024
Q1 | $1.64M | Buy |
33,301
+13,544
| +69% | +$666K | 0.38% | 70 |
|
|
2023
Q4 | $929K | Sell |
19,757
-16,603
| -46% | -$780K | 0.24% | 98 |
|
|
2023
Q3 | $1.62M | Sell |
36,360
-36,950
| -50% | -$1.65M | 0.48% | 58 |
|
|
2023
Q2 | $3.61M | Buy |
73,310
+37,410
| +104% | +$1.84M | 0.59% | 53 |
|
|
2023
Q1 | $2.01M | Buy |
35,900
+7,743
| +27% | +$433K | 0.62% | 48 |
|
|
2022
Q4 | $1.73M | Buy |
+28,157
| New | +$1.73M | 0.75% | 43 |
|