Houlihan Financial Resource 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 | $490K | Buy |
8,635
+8
| +0.1% | +$454 | 0.2% | 73 |
|
|
2025
Q1 | $484K | Buy |
8,627
+8
| +0.1% | +$449 | 0.22% | 69 |
|
|
2024
Q4 | $464K | Sell |
8,619
-792
| -8% | -$42.6K | 0.2% | 73 |
|
|
2024
Q3 | $544K | Buy |
9,411
+8
| +0.1% | +$462 | 0.23% | 68 |
|
|
2024
Q2 | $461K | Buy |
9,403
+8
| +0.1% | +$392 | 0.31% | 44 |
|
|
2024
Q1 | $462K | Buy |
9,395
+9
| +0.1% | +$443 | 0.21% | 75 |
|
|
2023
Q4 | $441K | Buy |
9,386
+9
| +0.1% | +$423 | 0.21% | 68 |
|
|
2023
Q3 | $410K | Sell |
9,377
-117,755
| -93% | -$5.15M | 0.22% | 70 |
|
|
2023
Q2 | $6.89M | Buy |
127,132
+117,771
| +1,258% | +$6.38M | 0.21% | 44 |
|
|
2023
Q1 | $523K | Sell |
9,361
-192
| -2% | -$10.7K | 0.29% | 60 |
|
|
2022
Q4 | $588K | Buy |
9,553
+6
| +0.1% | +$369 | 0.34% | 56 |
|
|
2022
Q3 | $639K | Buy |
+9,547
| New | +$639K | 0.39% | 53 |
|
|
2020
Q3 | $826K | Buy |
+9,643
| New | +$826K | 0.48% | 45 |
|
|
2020
Q1 | $783K | Buy |
10,851
+8
| +0.1% | +$577 | 0.68% | 41 |
|
|
2019
Q4 | $898K | Buy |
+10,843
| New | +$898K | 0.58% | 43 |
|