L.J. Altfest & Co’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,351	Closed	-$504K	–	332
2024 Q4	$504K	Buy	+9,351	New	+$504K	0.06%	207