Legacy Financial Group (Iowa)
D icon

Legacy Financial Group (Iowa)’s Dominion Energy D Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-541
Closed -$24.2K – 136
2023
Q3 		$24.2K Buy
+541
New +$26.9K 0.01% 247

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Legacy Financial Group (Iowa)'s D Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Dominion Energy (D) in Q4 2023, closing a stake of 541 shares — an estimated $24.2K sold.

Legacy Financial Group (Iowa) first reported a position in D in Q3 2023 and held it in 1 quarter. The position peaked at $24.2K in Q3 2023. 1,234 funds tracked by Wall St. Rank hold D as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Dominion Energy position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 541 Dominion Energy shares in Q4 2023, an estimated $24.2K.
  • Legacy Financial Group (Iowa) first reported a position in Dominion Energy in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Dominion Energy position peaked at $24.2K in Q3 2023.
  • 1,234 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.