Mason & Associates (Virginia)’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
$1.01M Sell
17,812
-260
-1% -$14.7K 0.25% 21
2025
Q1
$1.01M Hold
18,072
0.29% 19
2024
Q4
$973K Buy
18,072
+4,008
+28% +$216K 0.29% 18
2024
Q3
$813K Sell
14,064
-260
-2% -$15K 0.25% 18
2024
Q2
$702K Buy
+14,324
New +$702K 0.23% 19