Longfellow Investment Management’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 | $788K | Hold |
13,937
| – | – | 0.19% | 86 |
|
|
2025
Q1 | $781K | Buy |
13,937
+4,127
| +42% | +$231K | 0.19% | 76 |
|
|
2024
Q4 | $528K | Sell |
9,810
-630
| -6% | -$33.9K | 0.14% | 85 |
|
|
2024
Q3 | $603K | Buy |
10,440
+63
| +0.6% | +$3.64K | 0.15% | 85 |
|
|
2024
Q2 | $508K | Buy |
10,377
+72
| +0.7% | +$3.53K | 0.13% | 91 |
|
|
2024
Q1 | $507K | Buy |
10,305
+79
| +0.8% | +$3.89K | 0.11% | 92 |
|
|
2023
Q4 | $481K | Hold |
10,226
| – | – | 0.12% | 92 |
|
|
2023
Q3 | $457K | Hold |
10,226
| – | – | 0.12% | 90 |
|
|
2023
Q2 | $530K | Buy |
10,226
+416
| +4% | +$21.5K | 0.12% | 97 |
|
|
2023
Q1 | $548K | Buy |
9,810
+3,450
| +54% | +$193K | 0.13% | 100 |
|
|
2022
Q4 | $390K | Buy |
+6,360
| New | +$390K | 0.09% | 126 |
|