Horizon Kinetics Asset Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-10,750
| Closed | -$579K | – | 348 |
|
2024
Q4 | $579K | Buy |
10,750
+2,500
| +30% | +$135K | 0.01% | 221 |
|
2024
Q3 | $477K | Buy |
+8,250
| New | +$477K | 0.01% | 240 |
|
2024
Q2 | – | Sell |
-4,501
| Closed | -$221K | – | 322 |
|
2024
Q1 | $221K | Buy |
+4,501
| New | +$221K | ﹤0.01% | 273 |
|
2023
Q4 | – | Sell |
-5,350
| Closed | -$239K | – | 326 |
|
2023
Q3 | $239K | Buy |
+5,350
| New | +$239K | ﹤0.01% | 263 |
|