InceptionR’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 | – | Sell |
-4,041
| Closed | -$227K | – | 693 |
|
|
2025
Q1 | $227K | Buy |
+4,041
| New | +$227K | 0.07% | 446 |
|
|
2024
Q4 | – | Sell |
-16,897
| Closed | -$976K | – | 673 |
|
|
2024
Q3 | $976K | Sell |
16,897
-7,169
| -30% | -$414K | 0.24% | 134 |
|
|
2024
Q2 | $1.18M | Buy |
+24,066
| New | +$1.18M | 0.33% | 82 |
|