GFPC
Global Financial Private Client’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,441
| Closed | -$922K | – | 556 |
|
|
2025
Q1 | $922K | Sell |
16,441
-652
| -4% | -$36.6K | 0.35% | 79 |
|
|
2024
Q4 | $921K | Buy |
17,093
+4,672
| +38% | +$252K | 0.35% | 83 |
|
|
2024
Q3 | $718K | Buy |
+12,421
| New | +$718K | 0.28% | 98 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$111 | – | 678 |
|
|
2023
Q1 | $111 | Hold |
2
| – | – | ﹤0.01% | 674 |
|
|
2022
Q4 | $123 | Buy |
+2
| New | +$123 | ﹤0.01% | 668 |
|
|
2020
Q3 | – | Sell |
-551
| Closed | -$45.4K | – | 478 |
|
|
2020
Q2 | $45.4K | Sell |
551
-348
| -39% | -$28.7K | 0.04% | 221 |
|
|
2020
Q1 | $62.9K | Hold |
899
| – | – | 0.07% | 181 |
|
|
2019
Q4 | $74.5K | Buy |
+899
| New | +$74.5K | 0.06% | 198 |
|