Legend Financial Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56K | Buy |
+63
| New | +$3.56K | ﹤0.01% | 146 |
|
|
2025
Q1 | – | Sell |
-63
| Closed | -$3.39K | – | 85 |
|
|
2024
Q4 | $3.39K | Hold |
63
| – | – | ﹤0.01% | 179 |
|
|
2024
Q3 | $3.64K | Hold |
63
| – | – | ﹤0.01% | 135 |
|
|
2024
Q2 | $3.09K | Sell |
63
-13
| -17% | -$637 | ﹤0.01% | 209 |
|
|
2024
Q1 | $3.74K | Buy |
76
+50
| +192% | +$2.46K | ﹤0.01% | 165 |
|
|
2023
Q4 | $1.22K | Buy |
+26
| New | +$1.22K | ﹤0.01% | 185 |
|
|
2023
Q3 | – | Sell |
-111
| Closed | -$5.75K | – | 198 |
|
|
2023
Q2 | $5.75K | Buy |
111
+37
| +50% | +$1.92K | ﹤0.01% | 175 |
|
|
2023
Q1 | $4.14K | Sell |
74
-37
| -33% | -$2.07K | ﹤0.01% | 192 |
|
|
2022
Q4 | $6.81K | Buy |
+111
| New | +$6.81K | 0.01% | 187 |
|
|
2020
Q2 | – | Sell |
-4,142
| Closed | -$299K | – | 31 |
|
|
2020
Q1 | $299K | Hold |
4,142
| – | – | 0.27% | 23 |
|
|
2019
Q4 | $343K | Hold |
4,142
| – | – | 0.29% | 24 |
|
|
2019
Q3 | $336K | Hold |
4,142
| – | – | 0.29% | 26 |
|
|
2019
Q2 | $320K | Hold |
4,142
| – | – | 0.28% | 27 |
|
|
2019
Q1 | $318K | Hold |
4,142
| – | – | 0.35% | 27 |
|
|
2018
Q4 | $296K | Buy |
+4,142
| New | +$296K | 0.43% | 22 |
|