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Leo Wealth LLC’s Dominion Energy D Stock Holding History

Leo Wealth LLC’s Portfolio D Stock Details D Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$218K Sell
3,857
-22,740
-85% -$1.29M 0.02% 363
2025
Q1 		$1.49M Buy
26,597
+6,264
+31% +$351K 0.21% 94
2024
Q4 		$1.1M Buy
+20,333
New +$1.1M 0.1% 143