LRI Investments’s Dominion Energy D Stock Holding History

LRI Investments’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
2025 Q2	$34.6K	Sell
2025 Q1	$463K	Buy
2024 Q4	$425K	Buy
2024 Q3	$400K	Hold
2024 Q2	$349K	Buy
2024 Q1	$30.1K	Buy