Greystone Financial Group’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	-119,656	Closed	-$6.71M	–	96
2025 Q1	$6.71M	Buy	119,656 +4,711	+4%	+$264K	1.22%	39
2024 Q4	$6.19M	Buy	114,945 +5,932	+5%	+$319K	1.08%	40
2024 Q3	$6.3M	Buy	+109,013	New	+$6.3M	1.13%	38