FourThought Financial Partners’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 | $393K | Sell |
6,961
-350
| -5% | -$19.8K | 0.04% | 211 |
|
|
2025
Q1 | $410K | Buy |
7,311
+600
| +9% | +$33.6K | 0.04% | 206 |
|
|
2024
Q4 | $361K | Buy |
+6,711
| New | +$361K | 0.04% | 226 |
|
|
2024
Q2 | – | Sell |
-6,485
| Closed | -$319K | – | 219 |
|
|
2024
Q1 | $319K | Buy |
6,485
+242
| +4% | +$11.9K | 0.04% | 246 |
|
|
2023
Q4 | $293K | Buy |
6,243
+127
| +2% | +$5.97K | 0.04% | 247 |
|
|
2023
Q3 | $273K | Sell |
6,116
-138
| -2% | -$6.16K | 0.04% | 247 |
|
|
2023
Q2 | $324K | Buy |
6,254
+601
| +11% | +$31.1K | 0.04% | 236 |
|
|
2023
Q1 | $316K | Sell |
5,653
-169
| -3% | -$9.45K | 0.04% | 241 |
|
|
2022
Q4 | $357K | Buy |
+5,822
| New | +$357K | 0.05% | 230 |
|