Focus Partners Wealth’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 | $15.2M | Buy |
268,205
+4,660
| +2% | +$263K | 0.03% | 419 |
|
|
2025
Q1 | $14.8M | Buy |
263,545
+29,470
| +13% | +$1.65M | 0.04% | 390 |
|
|
2024
Q4 | $12.6M | Buy |
234,075
+107,197
| +84% | +$5.77M | 0.03% | 410 |
|
|
2024
Q3 | $7.33M | Buy |
126,878
+90,975
| +253% | +$5.26M | 0.02% | 467 |
|
|
2024
Q2 | $1.76M | Buy |
35,903
+28,381
| +377% | +$1.39M | 0.01% | 678 |
|
|
2024
Q1 | $370K | Buy |
7,522
+863
| +13% | +$42.5K | ﹤0.01% | 787 |
|
|
2023
Q4 | $313K | Buy |
+6,659
| New | +$313K | ﹤0.01% | 656 |
|