Kozak & Associates’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 | $3.83K | Buy |
67
+1
| +2% | +$57 | ﹤0.01% | 311 |
|
|
2025
Q1 | $3.58K | Sell |
66
-24
| -27% | -$1.3K | ﹤0.01% | 312 |
|
|
2024
Q4 | $4.91K | Buy |
90
+1
| +1% | +$55 | ﹤0.01% | 294 |
|
|
2024
Q3 | $5.36K | Buy |
89
+1
| +1% | +$60 | ﹤0.01% | 271 |
|
|
2024
Q2 | $4.31K | Buy |
88
+2
| +2% | +$98 | ﹤0.01% | 276 |
|
|
2024
Q1 | $4.6K | Sell |
86
-66
| -43% | -$3.53K | ﹤0.01% | 280 |
|
|
2023
Q4 | $7.11K | Buy |
152
+2
| +1% | +$94 | ﹤0.01% | 258 |
|
|
2023
Q3 | $6.26K | Buy |
150
+50
| +50% | +$2.09K | ﹤0.01% | 268 |
|
|
2023
Q2 | $5.26K | Sell |
100
-583
| -85% | -$30.7K | ﹤0.01% | 270 |
|
|
2023
Q1 | $38.2K | Sell |
683
-68
| -9% | -$3.8K | 0.02% | 160 |
|
|
2022
Q4 | $46K | Hold |
751
| – | – | 0.02% | 153 |
|
|
2022
Q3 | $49K | Hold |
751
| – | – | 0.03% | 141 |
|
|
2022
Q2 | $60K | Buy |
751
+34
| +5% | +$2.72K | 0.04% | 136 |
|
|
2022
Q1 | $59K | Hold |
717
| – | – | 0.04% | 144 |
|
|
2021
Q4 | $59K | Buy |
717
+68
| +10% | +$5.6K | 0.04% | 144 |
|
|
2021
Q3 | $49K | Buy |
+649
| New | +$49K | 0.03% | 158 |
|