Kingswood Wealth Advisors’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 | $561K | Buy |
9,926
+19
| +0.2% | +$1.07K | 0.04% | 382 |
|
|
2025
Q1 | $556K | Buy |
9,907
+411
| +4% | +$23K | 0.05% | 364 |
|
|
2024
Q4 | $511K | Sell |
9,496
-7,444
| -44% | -$401K | 0.04% | 436 |
|
|
2024
Q3 | $979K | Buy |
16,940
+4,165
| +33% | +$241K | 0.07% | 299 |
|
|
2024
Q2 | $626K | Buy |
12,775
+2,433
| +24% | +$119K | 0.06% | 325 |
|
|
2024
Q1 | $509K | Buy |
10,342
+3,387
| +49% | +$167K | 0.06% | 343 |
|
|
2023
Q4 | $327K | Sell |
6,955
-1,343
| -16% | -$63.1K | 0.04% | 447 |
|
|
2023
Q3 | $371K | Buy |
+8,298
| New | +$371K | 0.06% | 302 |
|