MBA Advisors’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 | $202K | Buy |
+3,570
| New | +$202K | 0.09% | 133 |
|
|
2024
Q4 | – | Sell |
-3,644
| Closed | -$211K | – | 131 |
|
|
2024
Q3 | $211K | Buy |
+3,644
| New | +$211K | 0.1% | 126 |
|
|
2023
Q3 | – | Sell |
-4,394
| Closed | -$228K | – | 117 |
|
|
2023
Q2 | $228K | Hold |
4,394
| – | – | 0.14% | 112 |
|
|
2023
Q1 | $246K | Hold |
4,394
| – | – | 0.15% | 109 |
|
|
2022
Q4 | $269K | Hold |
4,394
| – | – | 0.18% | 102 |
|
|
2022
Q3 | $304K | Hold |
4,394
| – | – | 0.22% | 90 |
|
|
2022
Q2 | $351K | Sell |
4,394
-840
| -16% | -$67.1K | 0.24% | 84 |
|
|
2022
Q1 | $445K | Sell |
5,234
-1,082
| -17% | -$92K | 0.28% | 82 |
|
|
2021
Q4 | $496K | Sell |
6,316
-700
| -10% | -$55K | 0.31% | 80 |
|
|
2021
Q3 | $512K | Hold |
7,016
| – | – | 0.38% | 67 |
|
|
2021
Q2 | $516 | Hold |
7,016
| – | – | 0.24% | 73 |
|
|
2021
Q1 | $533 | Buy |
+7,016
| New | +$533 | 0.29% | 67 |
|