Interchange Capital Partners’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 | $288K | Buy |
5,100
+203
| +4% | +$11.5K | 0.07% | 222 |
|
|
2025
Q1 | $275K | Buy |
4,897
+16
| +0.3% | +$897 | 0.08% | 213 |
|
|
2024
Q4 | $263K | Sell |
4,881
-173
| -3% | -$9.32K | 0.09% | 201 |
|
|
2024
Q3 | $292K | Buy |
5,054
+116
| +2% | +$6.7K | 0.1% | 197 |
|
|
2024
Q2 | $242K | Buy |
+4,938
| New | +$242K | 0.09% | 222 |
|
|
2021
Q4 | – | Sell |
-4,649
| Closed | -$339K | – | 159 |
|
|
2021
Q3 | $339K | Sell |
4,649
-560
| -11% | -$40.8K | 0.57% | 66 |
|
|
2021
Q2 | $383K | Buy |
5,209
+119
| +2% | +$8.75K | 0.59% | 61 |
|
|
2021
Q1 | $400K | Sell |
5,090
-164
| -3% | -$12.9K | 0.22% | 144 |
|
|
2020
Q4 | $395K | Buy |
+5,254
| New | +$395K | 0.21% | 128 |
|