Coppell Advisory Solutions’s Dominion Energy D Stock Holding History

Coppell Advisory Solutions’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$541K	Buy
2025 Q1	$315K	Buy
2024 Q4	$261K	Buy
2024 Q3	$273K	Buy
2024 Q2	$61.4K	Buy
2023 Q4	$71.7K	Buy
2023 Q3	$42.2K	Sell
2023 Q2	$45K	Buy
2023 Q1	–	Sell
2022 Q4	$42.2K	Buy