JBR Co Financial 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 | $414K | Sell |
7,332
-343
| -4% | -$19.4K | 0.2% | 78 |
|
|
2025
Q1 | $430K | Hold |
7,675
| – | – | 0.25% | 73 |
|
|
2024
Q4 | $413K | Hold |
7,675
| – | – | 0.25% | 75 |
|
|
2024
Q3 | $444K | Buy |
7,675
+59
| +0.8% | +$3.41K | 0.29% | 69 |
|
|
2024
Q2 | $373K | Hold |
7,616
| – | – | 0.26% | 70 |
|
|
2024
Q1 | $375K | Sell |
7,616
-100
| -1% | -$4.92K | 0.3% | 64 |
|
|
2023
Q4 | $363K | Buy |
+7,716
| New | +$363K | 0.34% | 61 |
|