FTWA
Fifth Third Wealth Advisors’s Dominion Energy D Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.19M | Sell |
38,707
-1,081
| -3% | -$61.1K | 0.09% | 149 |
|
2025
Q1 | $2.23M | Sell |
39,788
-3,486
| -8% | -$195K | 0.12% | 119 |
|
2024
Q4 | $2.33M | Buy |
43,274
+3,388
| +8% | +$182K | 0.13% | 107 |
|
2024
Q3 | $2.31M | Buy |
39,886
+3,053
| +8% | +$176K | 0.14% | 107 |
|
2024
Q2 | $1.8M | Buy |
36,833
+8,036
| +28% | +$394K | 0.14% | 105 |
|
2024
Q1 | $1.42M | Buy |
28,797
+3,940
| +16% | +$194K | 0.22% | 74 |
|
2023
Q4 | $1.17M | Hold |
24,857
| – | – | 0.38% | 61 |
|
2023
Q3 | $1.11M | Buy |
+24,857
| New | +$1.11M | 0.45% | 58 |
|