Kestra Investment 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	$154K	Hold	2,748	–	–	﹤0.01%	491
2025 Q1	$154K	Sell	2,748 -797	-22%	-$44.7K	﹤0.01%	391
2024 Q4	$191K	Sell	3,545 -530	-13%	-$28.5K	0.01%	358
2024 Q3	$235K	Buy	+4,075	New	+$235K	0.01%	297