Mather 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 | $293K | Buy |
5,176
+169
| +3% | +$9.55K | ﹤0.01% | 505 |
|
|
2025
Q1 | $281K | Buy |
5,007
+116
| +2% | +$6.5K | ﹤0.01% | 503 |
|
|
2024
Q4 | $263K | Buy |
4,891
+579
| +13% | +$31.2K | ﹤0.01% | 493 |
|
|
2024
Q3 | $249K | Sell |
4,312
-87
| -2% | -$5.03K | ﹤0.01% | 509 |
|
|
2024
Q2 | $216K | Buy |
4,399
+443
| +11% | +$21.8K | ﹤0.01% | 591 |
|
|
2024
Q1 | $186K | Buy |
+3,956
| New | +$186K | ﹤0.01% | 539 |
|
|
2020
Q4 | – | Sell |
-6,449
| Closed | -$509K | – | 254 |
|
|
2020
Q3 | $509K | Buy |
6,449
+163
| +3% | +$12.9K | 0.02% | 134 |
|
|
2020
Q2 | $510K | Buy |
6,286
+3,128
| +99% | +$254K | 0.02% | 130 |
|
|
2020
Q1 | $228K | Sell |
3,158
-241
| -7% | -$17.4K | 0.02% | 126 |
|
|
2019
Q4 | $282K | Buy |
+3,399
| New | +$282K | 0.02% | 135 |
|