Financial Gravity Asset Management’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$109K	Hold	1,757	–	–	0.02%	217
2025 Q4	$103K	Sell	1,757 -121	-6%	-$7.29K	0.02%	175
2025 Q3	$115K	Buy	+1,878	New	+$112K	0.02%	207
2025 Q1	$98.5K	Buy	+1,757	New	+$96.6K	0.02%	225
2024 Q2	$91.8K	Sell	1,873 -1,930	-51%	-$98.3K	0.02%	196
2024 Q1	$183K	Sell	3,803 -33,657	-90%	-$1.57M	0.02%	209
2023 Q4	$2.48M	Buy	37,460 +1,873	+5%	+$83.6K	0.03%	192
2023 Q3	$2.39M	Buy	35,587 +33,662	+1,749%	+$1.67M	0.03%	190
2023 Q2	$631	Buy	1,925 +1,809	+1,559%	+$98.3K	﹤0.01%	949
2023 Q1	$6	Buy	116 +55	+90%	+$3.22K	﹤0.01%	906
2022 Q4	$4.47K	Buy	+61	New	+$3.83K	0.02%	422
2020 Q1	–	Sell	-195	Closed	-$99K	–	1169
2019 Q4	$99K	Buy	+195	New	+$15.9K	0.07%	324
2019 Q3	–	Sell	-167	Closed	-$13K	–	1269
2019 Q2	$13K	Buy	167 +40	+31%	+$3.05K	0.01%	537
2019 Q1	$10K	Buy	+127	New	+$9.28K	0.01%	549
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	1104
2018 Q2	$1K	Sell	20 -2	-9%	-$130	﹤0.01%	1128
2018 Q1	$1K	Buy	+22	New	+$1.63K	﹤0.01%	1102