Lantern 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 | $283K | Buy |
+5,005
| New | +$283K | 0.17% | 118 |
|
|
2024
Q4 | $311K | Buy |
5,774
+164
| +3% | +$8.83K | 0.2% | 99 |
|
|
2024
Q3 | $324K | Buy |
5,610
+209
| +4% | +$12.1K | 0.22% | 89 |
|
|
2024
Q2 | $265K | Buy |
5,401
+11
| +0.2% | +$539 | 0.19% | 99 |
|
|
2024
Q1 | $265K | Buy |
5,390
+11
| +0.2% | +$541 | 0.19% | 108 |
|
|
2023
Q4 | $253K | Buy |
+5,379
| New | +$253K | 0.2% | 99 |
|