BOK Financial 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 | $11.3K | Hold |
200
| – | – | ﹤0.01% | 351 |
|
|
2025
Q1 | $11.2K | Hold |
200
| – | – | ﹤0.01% | 381 |
|
|
2024
Q4 | $10.8K | Hold |
200
| – | – | ﹤0.01% | 364 |
|
|
2024
Q3 | $11.6K | Buy |
+200
| New | +$11.6K | ﹤0.01% | 380 |
|
|
2022
Q2 | – | Sell |
-2,811
| Closed | -$239K | – | 393 |
|
|
2022
Q1 | $239K | Buy |
+2,811
| New | +$239K | 0.02% | 274 |
|