Jefferies Financial Group’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 |
-15,455
| Closed | -$867K | – | 1111 |
|
|
2025
Q1 | $867K | Buy |
+15,455
| New | +$867K | 0.01% | 668 |
|
|
2023
Q1 | – | Sell |
-19,645
| Closed | -$1.2M | – | 1215 |
|
|
2022
Q4 | $1.2M | Buy |
+19,645
| New | +$1.2M | 0.01% | 462 |
|
|
2018
Q3 | – | Sell |
-67,441
| Closed | -$4.6M | – | 88 |
|
|
2018
Q2 | $4.6M | Sell |
67,441
-43,687
| -39% | -$2.98M | 0.35% | 29 |
|
|
2018
Q1 | $7.49M | Buy |
+111,128
| New | +$7.49M | 0.53% | 19 |
|