HF Advisory 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
$288K Sell
5,087
-134
-3% -$7.58K 0.11% 143
2025
Q1
$293K Buy
5,221
+157
+3% +$8.8K 0.13% 136
2024
Q4
$273K Sell
5,064
-260
-5% -$14K 0.13% 139
2024
Q3
$308K Sell
5,324
-140
-3% -$8.09K 0.14% 137
2024
Q2
$268K Buy
5,464
+33
+0.6% +$1.62K 0.14% 143
2024
Q1
$267K Buy
5,431
+300
+6% +$14.8K 0.15% 141
2023
Q4
$241K Buy
5,131
+328
+7% +$15.4K 0.15% 144
2023
Q3
$215K Sell
4,803
-916
-16% -$41K 0.16% 139
2023
Q2
$296K Buy
5,719
+466
+9% +$24.1K 0.23% 116
2023
Q1
$294K Buy
5,253
+1,376
+35% +$76.9K 0.26% 108
2022
Q4
$238K Buy
+3,877
New +$238K 0.24% 120