Graham Capital Wealth 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 | $2.74M | Buy |
48,482
+1,429
| +3% | +$80.8K | 3.04% | 10 |
|
|
2025
Q1 | $2.64M | Sell |
47,053
-501
| -1% | -$28.1K | 2.82% | 15 |
|
|
2024
Q4 | $2.56M | Sell |
47,554
-181
| -0.4% | -$9.75K | 2.21% | 23 |
|
|
2024
Q3 | $2.76M | Buy |
47,735
+1,268
| +3% | +$73.3K | 2.82% | 12 |
|
|
2024
Q2 | $2.28M | Buy |
46,467
+809
| +2% | +$39.6K | 3.07% | 12 |
|
|
2024
Q1 | $2.25M | Buy |
45,658
+1,320
| +3% | +$64.9K | 3.83% | 9 |
|
|
2023
Q4 | $2.08M | Buy |
44,338
+34,551
| +353% | +$1.62M | 5.49% | 4 |
|
|
2023
Q3 | $507K | Hold |
9,787
| – | – | 1.2% | 20 |
|
|
2023
Q2 | $507K | Sell |
9,787
-387
| -4% | -$20K | 1.2% | 20 |
|
|
2023
Q1 | $5.69M | Sell |
10,174
-554
| -5% | -$310K | 0.82% | 25 |
|
|
2022
Q4 | $658K | Sell |
10,728
-2,603
| -20% | -$160K | 1.17% | 28 |
|
|
2022
Q3 | $921K | Sell |
13,331
-13,331
| -50% | -$921K | 1.1% | 32 |
|
|
2022
Q2 | $2.13M | Sell |
26,662
-110
| -0.4% | -$8.78K | 1.87% | 16 |
|
|
2022
Q1 | $2.28M | Sell |
26,772
-873
| -3% | -$74.2K | 2.02% | 13 |
|
|
2021
Q4 | $2.13M | Buy |
+27,645
| New | +$2.13M | 1.74% | 12 |
|