GoalVest Advisory’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 |
-203
| Closed | -$11.4K | – | 407 |
|
|
2025
Q1 | $11.4K | Buy |
203
+3
| +2% | +$168 | ﹤0.01% | 260 |
|
|
2024
Q4 | $10.8K | Hold |
200
| – | – | ﹤0.01% | 281 |
|
|
2024
Q3 | $11.6K | Hold |
200
| – | – | ﹤0.01% | 310 |
|
|
2024
Q2 | $9.8K | Hold |
200
| – | – | ﹤0.01% | 277 |
|
|
2024
Q1 | $9.84K | Buy |
200
+18
| +10% | +$885 | ﹤0.01% | 320 |
|
|
2023
Q4 | $8.55K | Sell |
182
-17,695
| -99% | -$832K | ﹤0.01% | 264 |
|
|
2023
Q3 | $799K | Sell |
17,877
-1,270
| -7% | -$56.7K | 0.4% | 47 |
|
|
2023
Q2 | $992K | Sell |
19,147
-4,451
| -19% | -$231K | 0.51% | 30 |
|
|
2023
Q1 | $1.32M | Buy |
23,598
+3,239
| +16% | +$181K | 0.77% | 25 |
|
|
2022
Q4 | $1.25M | Buy |
20,359
+4,894
| +32% | +$300K | 0.81% | 26 |
|
|
2022
Q3 | $1.07M | Buy |
15,465
+2,603
| +20% | +$180K | 0.75% | 31 |
|
|
2022
Q2 | $1.02M | Buy |
12,862
+12,732
| +9,794% | +$1.01M | 0.65% | 44 |
|
|
2022
Q1 | $11K | Buy |
+130
| New | +$11K | 0.01% | 233 |
|