Financial Partners Capital Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.59M | Sell |
25,972
-2,395
| -8% | -$147K | 0.35% | 68 |
|
|
2022
Q3 | $1.96M | Buy |
28,367
+120
| +0.4% | +$8.29K | 0.46% | 54 |
|
|
2022
Q2 | $2.25M | Buy |
28,247
+321
| +1% | +$25.6K | 0.48% | 55 |
|
|
2022
Q1 | $2.37M | Buy |
27,926
+2,380
| +9% | +$202K | 0.44% | 57 |
|
|
2021
Q4 | $2.01M | Buy |
25,546
+4,535
| +22% | +$356K | 0.36% | 62 |
|
|
2021
Q3 | $1.53M | Buy |
21,011
+3,226
| +18% | +$236K | 0.28% | 63 |
|
|
2021
Q2 | $1.31M | Buy |
17,785
+9,555
| +116% | +$703K | 0.24% | 63 |
|
|
2021
Q1 | $625K | Buy |
+8,230
| New | +$625K | 0.13% | 80 |
|