MeadowBrook Investment 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 | $50.9K | Hold |
900
| – | – | 0.05% | 183 |
|
|
2025
Q1 | $50.5K | Hold |
900
| – | – | 0.05% | 179 |
|
|
2024
Q4 | $48.5K | Hold |
900
| – | – | 0.04% | 181 |
|
|
2024
Q3 | $52K | Sell |
900
-820
| -48% | -$47.4K | 0.05% | 170 |
|
|
2024
Q2 | $84.3K | Sell |
1,720
-1,993
| -54% | -$97.7K | 0.08% | 146 |
|
|
2024
Q1 | $183K | Buy |
3,713
+1,273
| +52% | +$62.6K | 0.17% | 112 |
|
|
2023
Q4 | $115K | Buy |
+2,440
| New | +$115K | 0.11% | 136 |
|