Callan Family Office’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	$755K	Buy	+13,366	New	+$755K	0.02%	463
2025 Q1	–	Sell	-4,882	Closed	-$263K	–	575
2024 Q4	$263K	Buy	+4,882	New	+$263K	0.02%	525