Lantz Financial’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,588
| Closed | -$225K | – | 234 |
|
|
2024
Q2 | $225K | Sell |
4,588
-1,235
| -21% | -$60.5K | 0.07% | 194 |
|
|
2024
Q1 | $286K | Buy |
5,823
+222
| +4% | +$10.9K | 0.09% | 172 |
|
|
2023
Q4 | $263K | Sell |
5,601
-207
| -4% | -$9.73K | 0.1% | 170 |
|
|
2023
Q3 | $259K | Buy |
5,808
+704
| +14% | +$31.4K | 0.1% | 158 |
|
|
2023
Q2 | $264K | Buy |
5,104
+355
| +7% | +$18.4K | 0.1% | 160 |
|
|
2023
Q1 | $266K | Buy |
4,749
+204
| +4% | +$11.4K | 0.11% | 148 |
|
|
2022
Q4 | $279K | Buy |
4,545
+103
| +2% | +$6.32K | 0.13% | 135 |
|
|
2022
Q3 | $307K | Buy |
4,442
+458
| +11% | +$31.7K | 0.16% | 126 |
|
|
2022
Q2 | $318K | Buy |
3,984
+163
| +4% | +$13K | 0.14% | 126 |
|
|
2022
Q1 | $325K | Buy |
3,821
+813
| +27% | +$69.2K | 0.13% | 128 |
|
|
2021
Q4 | $236K | Buy |
+3,008
| New | +$236K | 0.11% | 139 |
|