Delta Financial Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $356K | Sell |
6,555
-240
| -4% | -$13K | 0.08% | 175 |
|
|
2024
Q4 | $366K | Sell |
6,795
-64
| -0.9% | -$3.45K | 0.09% | 166 |
|
|
2024
Q3 | $396K | Buy |
6,859
+295
| +4% | +$17K | 0.15% | 79 |
|
|
2024
Q2 | $322K | Sell |
6,564
-562
| -8% | -$27.6K | 0.14% | 88 |
|
|
2024
Q1 | $351K | Buy |
7,126
+474
| +7% | +$23.3K | 0.1% | 157 |
|
|
2023
Q4 | $313K | Buy |
6,652
+54
| +0.8% | +$2.54K | 0.1% | 153 |
|
|
2023
Q3 | $295K | Buy |
6,598
+115
| +2% | +$5.14K | 0.1% | 152 |
|
|
2023
Q2 | $336K | Buy |
6,483
+111
| +2% | +$5.75K | 0.39% | 55 |
|
|
2023
Q1 | $356K | Buy |
6,372
+316
| +5% | +$17.7K | 0.14% | 113 |
|
|
2022
Q4 | $374K | Buy |
+6,056
| New | +$374K | 0.17% | 105 |
|