JBR Co Financial Management’s Dominion Energy D Stock Holding History

JBR Co Financial Management’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$439K	Sell
2025 Q2	$414K	Sell
2025 Q1	$430K	Hold
2024 Q4	$413K	Hold
2024 Q3	$444K	Buy
2024 Q2	$373K	Hold
2024 Q1	$375K	Sell
2023 Q4	$363K	Buy