Catalyst Financial Partners’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 | $505K | Buy |
8,927
+1,294
| +17% | +$73.1K | 0.06% | 164 |
|
|
2025
Q1 | $428K | Sell |
7,633
-58
| -0.8% | -$3.25K | 0.08% | 171 |
|
|
2024
Q4 | $414K | Buy |
7,691
+709
| +10% | +$38.2K | 0.08% | 160 |
|
|
2024
Q3 | $403K | Sell |
6,982
-198
| -3% | -$11.4K | 0.08% | 158 |
|
|
2024
Q2 | $352K | Sell |
7,180
-20
| -0.3% | -$980 | 0.08% | 165 |
|
|
2024
Q1 | $348K | Sell |
7,200
-339
| -4% | -$16.4K | 0.09% | 153 |
|
|
2023
Q4 | $354K | Sell |
7,539
-1,583
| -17% | -$74.4K | 0.1% | 140 |
|
|
2023
Q3 | $407K | Buy |
9,122
+180
| +2% | +$8.04K | 0.13% | 113 |
|
|
2023
Q2 | $463K | Buy |
8,942
+1,837
| +26% | +$95.1K | 0.17% | 89 |
|
|
2023
Q1 | $397K | Buy |
+7,105
| New | +$397K | 0.17% | 92 |
|