Investment Partners 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
Q2 | $267K | Hold |
4,729
| – | – | 0.19% | 130 |
|
|
2025
Q1 | $265K | Hold |
4,729
| – | – | 0.21% | 122 |
|
|
2024
Q4 | $255K | Hold |
4,729
| – | – | 0.2% | 123 |
|
|
2024
Q3 | $273K | Hold |
4,729
| – | – | 0.22% | 114 |
|
|
2024
Q2 | $232K | Sell |
4,729
-111
| -2% | -$5.44K | 0.21% | 116 |
|
|
2024
Q1 | $238K | Hold |
4,840
| – | – | 0.22% | 120 |
|
|
2023
Q4 | $227K | Buy |
+4,840
| New | +$227K | 0.23% | 114 |
|