Frank Rimerman Advisors’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 | $1.12M | Buy |
19,876
+2,989
| +18% | +$169K | 0.08% | 193 |
|
|
2025
Q1 | $947K | Sell |
16,887
-402
| -2% | -$22.5K | 0.08% | 204 |
|
|
2024
Q4 | $931K | Buy |
17,289
+601
| +4% | +$32.4K | 0.07% | 202 |
|
|
2024
Q3 | $964K | Sell |
16,688
-11,033
| -40% | -$638K | 0.07% | 225 |
|
|
2024
Q2 | $1.36M | Buy |
27,721
+27,659
| +44,611% | +$1.36M | 0.1% | 167 |
|
|
2024
Q1 | $3.05K | Hold |
62
| – | – | ﹤0.01% | 251 |
|
|
2023
Q4 | $2.91K | Buy |
+62
| New | +$2.91K | ﹤0.01% | 236 |
|