Burkett Financial Services’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 | $138K | Buy |
2,441
+29
| +1% | +$1.64K | 0.05% | 57 |
|
|
2025
Q1 | $135K | Buy |
2,412
+29
| +1% | +$1.63K | 0.06% | 56 |
|
|
2024
Q4 | $128K | Buy |
2,383
+29
| +1% | +$1.56K | 0.05% | 57 |
|
|
2024
Q3 | $136K | Buy |
2,354
+27
| +1% | +$1.56K | 0.06% | 53 |
|
|
2024
Q2 | $114K | Buy |
2,327
+30
| +1% | +$1.47K | 0.06% | 52 |
|
|
2024
Q1 | $113K | Buy |
2,297
+31
| +1% | +$1.53K | 0.06% | 57 |
|
|
2023
Q4 | $106K | Buy |
+2,266
| New | +$106K | 0.06% | 57 |
|