Glass Jacobson Investment 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 | – | Sell |
-4,056
| Closed | -$218K | – | 619 |
|
|
2025
Q1 | $218K | Hold |
4,056
| – | – | 0.07% | 227 |
|
|
2024
Q4 | $218K | Hold |
4,056
| – | – | 0.07% | 227 |
|
|
2024
Q3 | $234K | Sell |
4,056
-130
| -3% | -$7.51K | 0.08% | 215 |
|
|
2024
Q2 | $205K | Sell |
4,186
-225
| -5% | -$11K | 0.07% | 209 |
|
|
2024
Q1 | $217K | Sell |
4,411
-300
| -6% | -$14.8K | 0.08% | 204 |
|
|
2023
Q4 | $221K | Hold |
4,711
| – | – | 0.09% | 192 |
|
|
2023
Q3 | $210K | Hold |
4,711
| – | – | 0.1% | 191 |
|
|
2023
Q2 | $244K | Buy |
+4,711
| New | +$244K | 0.11% | 178 |
|
|
2022
Q4 | $301K | Buy |
+4,902
| New | +$301K | 0.15% | 165 |
|