Flynn Zito 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $245K | Sell |
4,327
-618
| -12% | -$34.9K | 0.1% | 111 |
|
2025
Q1 | $277K | Buy |
4,945
+45
| +0.9% | +$2.52K | 0.13% | 91 |
|
2024
Q4 | $264K | Buy |
4,900
+104
| +2% | +$5.6K | 0.12% | 97 |
|
2024
Q3 | $277K | Sell |
4,796
-383
| -7% | -$22.1K | 0.13% | 82 |
|
2024
Q2 | $254K | Buy |
5,179
+53
| +1% | +$2.6K | 0.13% | 84 |
|
2024
Q1 | $252K | Buy |
5,126
+686
| +15% | +$33.7K | 0.13% | 88 |
|
2023
Q4 | $209K | Buy |
+4,440
| New | +$209K | 0.14% | 88 |
|
2022
Q2 | – | Sell |
-2,595
| Closed | -$220K | – | 77 |
|
2022
Q1 | $220K | Sell |
2,595
-61
| -2% | -$5.17K | 0.19% | 63 |
|
2021
Q4 | $209K | Buy |
+2,656
| New | +$209K | 0.18% | 76 |
|