Farther Finance Advisors’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 | $733K | Buy |
12,967
+878
| +7% | +$49.6K | 0.01% | 726 |
|
|
2025
Q1 | $680K | Buy |
12,089
+6,462
| +115% | +$364K | 0.02% | 649 |
|
|
2024
Q4 | $303K | Sell |
5,627
-368
| -6% | -$19.8K | 0.01% | 802 |
|
|
2024
Q3 | $346K | Buy |
5,995
+841
| +16% | +$48.6K | 0.01% | 753 |
|
|
2024
Q2 | $247K | Buy |
5,154
+665
| +15% | +$31.9K | 0.01% | 753 |
|
|
2024
Q1 | $221K | Buy |
4,489
+365
| +9% | +$17.9K | 0.01% | 656 |
|
|
2023
Q4 | $194K | Buy |
4,124
+2,321
| +129% | +$109K | 0.01% | 560 |
|
|
2023
Q3 | $80.5K | Buy |
1,803
+701
| +64% | +$31.3K | 0.01% | 631 |
|
|
2023
Q2 | $57.1K | Buy |
1,102
+542
| +97% | +$28.1K | 0.01% | 629 |
|
|
2023
Q1 | $31.3K | Buy |
560
+271
| +94% | +$15.2K | 0.01% | 757 |
|
|
2022
Q4 | $17.7K | Buy |
+289
| New | +$17.7K | 0.01% | 775 |
|