Horizon Financial Services’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 | $3.5K | Buy |
62
+31
| +100% | +$1.75K | ﹤0.01% | 180 |
|
|
2025
Q1 | $1.74K | Buy |
+31
| New | +$1.74K | ﹤0.01% | 176 |
|
|
2021
Q4 | – | Sell |
-679
| Closed | -$50K | – | 130 |
|
|
2021
Q3 | $50K | Hold |
679
| – | – | 0.03% | 87 |
|
|
2021
Q2 | $50K | Sell |
679
-361
| -35% | -$26.6K | 0.04% | 79 |
|
|
2021
Q1 | $79K | Hold |
1,040
| – | – | 0.07% | 33 |
|
|
2020
Q4 | $78K | Sell |
1,040
-638
| -38% | -$47.9K | 0.07% | 32 |
|
|
2020
Q3 | $132K | Buy |
+1,678
| New | +$132K | 0.13% | 23 |
|