Briaud Financial Planning’s Dominion Energy D Stock Holding History

Briaud Financial Planning’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$46K	Hold
2025 Q1	$45K	Hold
2024 Q4	$44K	Hold
2024 Q3	$47K	Hold
2024 Q2	$40K	Hold
2024 Q1	$41K	Buy
2023 Q4	–	Sell
2023 Q3	$36K	Buy