LifePlan Financial’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,533	Closed	-$204K	–	87
2024 Q3	$204K	Sell	3,533 -1,099	-24%	-$63.5K	0.18%	87
2024 Q2	$227K	Sell	4,632 -358	-7%	-$17.5K	0.21%	86
2024 Q1	$245K	Buy	+4,990	New	+$245K	0.22%	85