McClarren Financial 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	–	Sell	-56	Closed	-$43K	–	134
2025 Q1	$43K	Sell	56 -712	-93%	-$547K	0.03%	148
2024 Q4	$41K	Buy	768 +711	+1,247%	+$38K	0.12%	90
2024 Q3	$43	Buy	57 +8	+16%	+$6	0.01%	125
2024 Q2	$36K	Buy	+49	New	+$36K	0.03%	166