Fee-Only Financial Planning’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 | $229K | Hold |
4,060
| – | – | 0.14% | 40 |
|
|
2025
Q1 | $228K | Hold |
4,060
| – | – | 0.16% | 38 |
|
|
2024
Q4 | $219K | Hold |
4,060
| – | – | 0.14% | 39 |
|
|
2024
Q3 | $235K | Buy |
+4,060
| New | +$235K | 0.15% | 38 |
|
|
2023
Q3 | – | Sell |
-3,899
| Closed | -$202K | – | 41 |
|
|
2023
Q2 | $202K | Sell |
3,899
-2
| -0.1% | -$104 | 0.15% | 42 |
|
|
2023
Q1 | $218K | Buy |
3,901
+2
| +0.1% | +$112 | 0.18% | 38 |
|
|
2022
Q4 | $239K | Buy |
+3,899
| New | +$239K | 0.2% | 38 |
|