Fortis Group Advisors’s Dominion Energy D Stock Holding History

Fortis Group Advisors’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$735	Hold
2025 Q1	$729	Hold
2024 Q4	$700	Hold
2024 Q3	$751	Hold
2024 Q2	$637	Sell
2024 Q1	$932K	Buy
2023 Q4	$1.22K	Buy
2023 Q3	$581	Buy
2020 Q3	$270K	Buy