Harbour Investments’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 | $371K | Sell |
6,559
-90
| -1% | -$5.09K | 0.01% | 893 |
|
|
2025
Q1 | $373K | Sell |
6,649
-5,507
| -45% | -$309K | 0.01% | 833 |
|
|
2024
Q4 | $655K | Sell |
12,156
-645
| -5% | -$34.7K | 0.02% | 615 |
|
|
2024
Q3 | $740K | Sell |
12,801
-179
| -1% | -$10.3K | 0.02% | 542 |
|
|
2024
Q2 | $636K | Sell |
12,980
-418
| -3% | -$20.5K | 0.02% | 537 |
|
|
2024
Q1 | $659K | Sell |
13,398
-603
| -4% | -$29.7K | 0.02% | 503 |
|
|
2023
Q4 | $658K | Sell |
14,001
-1,198
| -8% | -$56.3K | 0.03% | 461 |
|
|
2023
Q3 | $679K | Buy |
15,199
+7,034
| +86% | +$314K | 0.03% | 410 |
|
|
2023
Q2 | $423K | Sell |
8,165
-2,491
| -23% | -$129K | 0.02% | 541 |
|
|
2023
Q1 | $596K | Sell |
10,656
-617
| -5% | -$34.5K | 0.03% | 425 |
|
|
2022
Q4 | $691K | Buy |
11,273
+468
| +4% | +$28.7K | 0.04% | 380 |
|
|
2022
Q3 | $862K | Hold |
10,805
| – | – | 0.06% | 313 |
|
|
2022
Q2 | $862K | Buy |
+10,805
| New | +$862K | 0.06% | 313 |
|
|
2021
Q4 | $745K | Sell |
9,485
-11,506
| -55% | -$904K | 0.04% | 362 |
|
|
2021
Q3 | $1.53M | Sell |
20,991
-1,695
| -7% | -$124K | 0.05% | 343 |
|
|
2021
Q2 | $1.67M | Sell |
22,686
-5,996
| -21% | -$441K | 0.05% | 327 |
|
|
2021
Q1 | $2.18M | Buy |
+28,682
| New | +$2.18M | 0.08% | 234 |
|