Keel Point’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 | $872K | Buy |
15,433
+11,507
| +293% | +$650K | 0.06% | 195 |
|
|
2025
Q1 | $220K | Buy |
+3,926
| New | +$220K | 0.02% | 420 |
|
|
2024
Q4 | – | Sell |
-4,559
| Closed | -$263K | – | 446 |
|
|
2024
Q3 | $263K | Sell |
4,559
-182
| -4% | -$10.5K | 0.02% | 358 |
|
|
2024
Q2 | $261K | Buy |
+4,741
| New | +$261K | 0.02% | 346 |
|