Daymark Wealth 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 | $1.02M | Sell |
18,081
-1,038
| -5% | -$58.7K | 0.04% | 260 |
|
|
2025
Q1 | $1.07M | Sell |
19,119
-868
| -4% | -$48.7K | 0.05% | 228 |
|
|
2024
Q4 | $1.08M | Buy |
19,987
+8,109
| +68% | +$437K | 0.05% | 230 |
|
|
2024
Q3 | $686K | Sell |
11,878
-268
| -2% | -$15.5K | 0.03% | 294 |
|
|
2024
Q2 | $595K | Buy |
12,146
+1,562
| +15% | +$76.5K | 0.03% | 301 |
|
|
2024
Q1 | $521K | Buy |
10,584
+432
| +4% | +$21.2K | 0.03% | 264 |
|
|
2023
Q4 | $477K | Sell |
10,152
-292
| -3% | -$13.7K | 0.03% | 261 |
|
|
2023
Q3 | $467K | Buy |
10,444
+106
| +1% | +$4.74K | 0.03% | 251 |
|
|
2023
Q2 | $535K | Buy |
10,338
+4,323
| +72% | +$224K | 0.04% | 227 |
|
|
2023
Q1 | $336K | Buy |
6,015
+444
| +8% | +$24.8K | 0.04% | 227 |
|
|
2022
Q4 | $342K | Buy |
+5,571
| New | +$342K | 0.06% | 172 |
|