Fiduciary Alliance’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 | $380K | Buy |
6,723
+1,639
| +32% | +$92.6K | 0.03% | 356 |
|
|
2025
Q1 | $285K | Sell |
5,084
-146
| -3% | -$8.19K | 0.03% | 323 |
|
|
2024
Q4 | $282K | Buy |
+5,230
| New | +$282K | 0.03% | 296 |
|
|
2023
Q3 | – | Sell |
-729
| Closed | -$37.8K | – | 335 |
|
|
2023
Q2 | $37.8K | Buy |
+729
| New | +$37.8K | 0.01% | 346 |
|
|
2023
Q1 | – | Sell |
-335
| Closed | -$20.6K | – | 310 |
|
|
2022
Q4 | $20.6K | Buy |
+335
| New | +$20.6K | 0.01% | 311 |
|