Diligent Investors’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 | – | Sell |
-6,455
| Closed | -$362K | – | 348 |
|
|
2025
Q1 | $362K | Hold |
6,455
| – | – | 0.09% | 244 |
|
|
2024
Q4 | $348K | Hold |
6,455
| – | – | 0.08% | 247 |
|
|
2024
Q3 | $373K | Hold |
6,455
| – | – | 0.09% | 230 |
|
|
2024
Q2 | $316K | Buy |
6,455
+200
| +3% | +$9.8K | 0.08% | 250 |
|
|
2024
Q1 | $308K | Sell |
6,255
-350
| -5% | -$17.2K | 0.08% | 251 |
|
|
2023
Q4 | $310K | Buy |
6,605
+1,000
| +18% | +$47K | 0.09% | 240 |
|
|
2023
Q3 | $250K | Hold |
5,605
| – | – | 0.08% | 250 |
|
|
2023
Q2 | $290K | Buy |
5,605
+130
| +2% | +$6.73K | 0.09% | 217 |
|
|
2023
Q1 | $306K | Hold |
5,475
| – | – | 0.09% | 206 |
|
|
2022
Q4 | $336K | Buy |
+5,475
| New | +$336K | 0.11% | 190 |
|