LA
Legacy Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,744
| Closed | -$322K | – | 119 |
|
|
2025
Q1 | $322K | Buy |
5,744
+1,694
| +42% | +$95K | 0.03% | 313 |
|
|
2024
Q4 | $218K | Buy |
4,050
+480
| +13% | +$25.9K | 0.02% | 372 |
|
|
2024
Q3 | $206K | Buy |
+3,570
| New | +$206K | 0.02% | 364 |
|
|
2019
Q2 | – | Sell |
-300
| Closed | -$23K | – | 374 |
|
|
2019
Q1 | $23K | Buy |
+300
| New | +$23K | 0.01% | 268 |
|
|
2018
Q2 | – | Sell |
-16
| Closed | -$1K | – | 420 |
|
|
2018
Q1 | $1K | Sell |
16
-278
| -95% | -$17.4K | ﹤0.01% | 362 |
|
|
2017
Q4 | $23K | Buy |
294
+201
| +216% | +$15.7K | 0.02% | 177 |
|
|
2017
Q3 | $7K | Buy |
+93
| New | +$7K | 0.01% | 250 |
|