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Claris Financial’s Dominion Energy D Stock Holding History

Claris Financial’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$723K Sell
12,788
-3,514
-22% -$199K 0.54% 52
2025
Q1 		$878K Hold
16,302
– – 0.58% 43
2024
Q4 		$878K Buy
+16,302
New +$878K 0.58% 43