Forum Financial 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 | $287K | Buy |
5,072
+1,118
| +28% | +$63.2K | ﹤0.01% | 698 |
|
|
2025
Q1 | $222K | Sell |
3,954
-10
| -0.3% | -$561 | ﹤0.01% | 763 |
|
|
2024
Q4 | $214K | Buy |
3,964
+119
| +3% | +$6.41K | ﹤0.01% | 815 |
|
|
2024
Q3 | $222K | Buy |
+3,845
| New | +$222K | ﹤0.01% | 667 |
|
|
2024
Q2 | – | Sell |
-4,511
| Closed | -$222K | – | 733 |
|
|
2024
Q1 | $222K | Buy |
+4,511
| New | +$222K | ﹤0.01% | 651 |
|
|
2023
Q4 | – | Sell |
-4,707
| Closed | -$210K | – | 695 |
|
|
2023
Q3 | $210K | Sell |
4,707
-102
| -2% | -$4.56K | ﹤0.01% | 574 |
|
|
2023
Q2 | $249K | Buy |
4,809
+17
| +0.4% | +$880 | 0.01% | 504 |
|
|
2023
Q1 | $268K | Buy |
4,792
+9
| +0.2% | +$503 | 0.01% | 441 |
|
|
2022
Q4 | $293K | Sell |
4,783
-181
| -4% | -$11.1K | 0.01% | 402 |
|
|
2022
Q3 | $343K | Sell |
4,964
-31
| -0.6% | -$2.14K | 0.02% | 310 |
|
|
2022
Q2 | $399K | Buy |
4,995
+44
| +0.9% | +$3.52K | 0.02% | 280 |
|
|
2022
Q1 | $420K | Buy |
4,951
+5
| +0.1% | +$424 | 0.02% | 282 |
|
|
2021
Q4 | $389K | Buy |
+4,946
| New | +$389K | 0.02% | 317 |
|