Householder Group Estate & Retirement Specialist’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $12K | Sell |
232
-429
| -65% | -$22.2K | 0.01% | 344 |
|
|
2024
Q3 | $38K | Buy |
661
+8
| +1% | +$460 | 0.01% | 536 |
|
|
2024
Q2 | $32K | Sell |
653
-100
| -13% | -$4.9K | 0.01% | 565 |
|
|
2024
Q1 | $37.1K | Buy |
753
+10
| +1% | +$492 | 0.01% | 537 |
|
|
2023
Q4 | $34K | Sell |
743
-302
| -29% | -$13.8K | 0.01% | 537 |
|
|
2023
Q3 | $46.7K | Buy |
+1,045
| New | +$46.7K | 0.02% | 457 |
|
|
2023
Q1 | $67K | Sell |
1,204
-282
| -19% | -$15.7K | 0.03% | 381 |
|
|
2022
Q4 | $91K | Buy |
1,486
+35
| +2% | +$2.14K | 0.14% | 79 |
|
|
2022
Q3 | $100K | Buy |
+1,451
| New | +$100K | 0.04% | 272 |
|