GeoWealth 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 | $188K | Sell |
3,324
-278
| -8% | -$15.7K | 0.01% | 676 |
|
|
2025
Q1 | $202K | Sell |
3,602
-900
| -20% | -$50.5K | 0.01% | 656 |
|
|
2024
Q4 | $242K | Buy |
4,502
+1,377
| +44% | +$74.2K | 0.01% | 688 |
|
|
2024
Q3 | $181K | Sell |
3,125
-212
| -6% | -$12.3K | 0.01% | 748 |
|
|
2024
Q2 | $164K | Buy |
+3,337
| New | +$164K | 0.01% | 728 |
|
|
2024
Q1 | – | Sell |
-3,808
| Closed | -$179K | – | 857 |
|
|
2023
Q4 | $179K | Buy |
+3,808
| New | +$179K | 0.01% | 521 |
|