Bleakley 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 | $1.81M | Buy |
32,026
+12,928
| +68% | +$731K | 0.05% | 289 |
|
|
2025
Q1 | $1.07M | Sell |
19,098
-147
| -0.8% | -$8.24K | 0.03% | 326 |
|
|
2024
Q4 | $1.04M | Sell |
19,245
-4,459
| -19% | -$240K | 0.03% | 399 |
|
|
2024
Q3 | $1.37M | Sell |
23,704
-1,782
| -7% | -$103K | 0.04% | 334 |
|
|
2024
Q2 | $1.25M | Buy |
25,486
+1,847
| +8% | +$90.5K | 0.04% | 373 |
|
|
2024
Q1 | $1.16M | Buy |
23,639
+1,425
| +6% | +$70.1K | 0.03% | 398 |
|
|
2023
Q4 | $1.04M | Buy |
22,214
+5,129
| +30% | +$241K | 0.03% | 391 |
|
|
2023
Q3 | $763K | Sell |
17,085
-353
| -2% | -$15.8K | 0.03% | 440 |
|
|
2023
Q2 | $903K | Sell |
17,438
-3,490
| -17% | -$181K | 0.03% | 426 |
|
|
2023
Q1 | $1.17M | Sell |
20,928
-795
| -4% | -$44.4K | 0.04% | 355 |
|
|
2022
Q4 | $1.33M | Buy |
+21,723
| New | +$1.33M | 0.05% | 333 |
|