Bruce G. Allen Investments’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 | $58.6K | Sell |
1,037
-195
| -16% | -$11K | 0.04% | 236 |
|
|
2025
Q1 | $69.1K | Hold |
1,232
| – | – | 0.05% | 192 |
|
|
2024
Q4 | $66.4K | Buy |
1,232
+117
| +10% | +$6.3K | 0.05% | 212 |
|
|
2024
Q3 | $64.4K | Buy |
1,115
+16
| +1% | +$925 | 0.05% | 220 |
|
|
2024
Q2 | $53.9K | Buy |
1,099
+60
| +6% | +$2.94K | 0.05% | 226 |
|
|
2024
Q1 | $51.1K | Sell |
1,039
-8
| -0.8% | -$394 | 0.04% | 237 |
|
|
2023
Q4 | $49.2K | Buy |
+1,047
| New | +$49.2K | 0.04% | 230 |
|