Luts & Greenleigh Group’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 | $320K | Sell |
5,670
-130
| -2% | -$7.35K | 0.31% | 56 |
|
|
2025
Q1 | $325K | Sell |
5,800
-15
| -0.3% | -$841 | 0.32% | 56 |
|
|
2024
Q4 | $313K | Buy |
5,815
+39
| +0.7% | +$2.1K | 0.31% | 59 |
|
|
2024
Q3 | $334K | Sell |
5,776
-332
| -5% | -$19.2K | 0.32% | 55 |
|
|
2024
Q2 | $299K | Buy |
+6,108
| New | +$299K | 0.31% | 54 |
|
|
2023
Q4 | $228K | Sell |
4,850
-200
| -4% | -$9.4K | 0.29% | 54 |
|
|
2023
Q3 | $226K | Sell |
5,050
-300
| -6% | -$13.4K | 0.28% | 56 |
|
|
2023
Q2 | $277K | Buy |
5,350
+811
| +18% | +$42K | 0.34% | 49 |
|
|
2023
Q1 | $254K | Buy |
+4,539
| New | +$254K | 0.32% | 52 |
|