Legacy Advisors’s Dominion Energy D Stock Holding History

Legacy Advisors’s Portfolio D Stock Details D Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$322K	Buy
2024 Q4	$218K	Buy
2024 Q3	$206K	Buy
2019 Q2	–	Sell
2019 Q1	$23K	Buy
2018 Q2	–	Sell
2018 Q1	$1K	Sell
2017 Q4	$23K	Buy
2017 Q3	$7K	Buy