Herold Advisors’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 | $269K | Hold |
4,760
| – | – | 0.06% | 258 |
|
|
2025
Q1 | $267K | Sell |
4,760
-153
| -3% | -$8.58K | 0.06% | 237 |
|
|
2024
Q4 | $265K | Buy |
4,913
+153
| +3% | +$8.24K | 0.06% | 237 |
|
|
2024
Q3 | $275K | Buy |
+4,760
| New | +$275K | 0.06% | 229 |
|
|
2024
Q2 | – | Sell |
-4,735
| Closed | -$233K | – | 268 |
|
|
2024
Q1 | $233K | Buy |
+4,735
| New | +$233K | 0.06% | 239 |
|
|
2023
Q3 | – | Sell |
-4,185
| Closed | -$217K | – | 250 |
|
|
2023
Q2 | $217K | Buy |
4,185
+225
| +6% | +$11.7K | 0.07% | 228 |
|
|
2023
Q1 | $221K | Buy |
+3,960
| New | +$221K | 0.08% | 211 |
|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$170K | – | 283 |
|
|
2022
Q1 | $170K | Buy |
+2,000
| New | +$170K | 0.06% | 215 |
|
|
2021
Q4 | – | Sell |
-2,000
| Closed | -$146K | – | 285 |
|
|
2021
Q3 | $146K | Buy |
+2,000
| New | +$146K | 0.06% | 234 |
|