FSA
Financial Security Advisor’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
36,610
+1,270
| +4% | +$71.8K | 0.48% | 30 |
|
|
2025
Q1 | $1.98M | Sell |
35,340
-429
| -1% | -$24.1K | 0.5% | 28 |
|
|
2024
Q4 | $1.93M | Buy |
35,769
+60
| +0.2% | +$3.23K | 0.49% | 28 |
|
|
2024
Q3 | $2.06M | Buy |
35,709
+2,889
| +9% | +$167K | 0.51% | 28 |
|
|
2024
Q2 | $1.61M | Sell |
32,820
-576
| -2% | -$28.2K | 0.54% | 28 |
|
|
2024
Q1 | $1.64M | Sell |
33,396
-1,170
| -3% | -$57.6K | 0.57% | 29 |
|
|
2023
Q4 | $1.62M | Sell |
34,566
-4,263
| -11% | -$200K | 0.64% | 26 |
|
|
2023
Q3 | $1.73M | Buy |
+38,829
| New | +$1.73M | 0.8% | 22 |
|