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Legacy Investment Solutions’s Dominion Energy D Stock Holding History

Legacy Investment Solutions’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
2024
Q4 		– Sell
-321
Closed -$18.2K – 769
2024
Q3 		$18.2K Buy
+321
New +$17.5K 0.01% 238

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Legacy Investment Solutions's D Position: Q4 2024 in Review

Legacy Investment Solutions sold out of Dominion Energy (D) in Q4 2024, closing a stake of 321 shares — an estimated $18.2K sold.

Legacy Investment Solutions first reported a position in D in Q3 2024 and held it in 1 quarter. The position peaked at $18.2K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Legacy Investment Solutions reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Legacy Investment Solutions sold 321 Dominion Energy shares in Q4 2024, an estimated $18.2K.
  • Legacy Investment Solutions first reported a position in Dominion Energy in Q3 2024 and held it in 1 quarter.
  • Legacy Investment Solutions's Dominion Energy position peaked at $18.2K in Q3 2024.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.