Mechanics Financial Corp’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 | $170K | Hold |
3,000
| – | – | 0.07% | 120 |
|
|
2025
Q1 | $168K | Hold |
3,000
| – | – | 0.08% | 119 |
|
|
2024
Q4 | $162K | Hold |
3,000
| – | – | 0.07% | 117 |
|
|
2024
Q3 | $173K | Hold |
3,000
| – | – | 0.08% | 115 |
|
|
2024
Q2 | $147K | Hold |
3,000
| – | – | 0.08% | 125 |
|
|
2024
Q1 | $148K | Hold |
3,000
| – | – | 0.08% | 123 |
|
|
2023
Q4 | $141K | Hold |
3,000
| – | – | 0.08% | 119 |
|
|
2023
Q3 | $134K | Sell |
3,000
-80
| -3% | -$3.57K | 0.07% | 118 |
|
|
2023
Q2 | $160K | Sell |
3,080
-2,115
| -41% | -$110K | 0.09% | 116 |
|
|
2023
Q1 | $290K | Hold |
5,195
| – | – | 0.17% | 96 |
|
|
2022
Q4 | $319K | Hold |
5,195
| – | – | 0.19% | 90 |
|
|
2022
Q3 | $359K | Sell |
5,195
-70
| -1% | -$4.84K | 0.23% | 79 |
|
|
2022
Q2 | $420K | Hold |
5,265
| – | – | 0.25% | 70 |
|
|
2022
Q1 | $447K | Hold |
5,265
| – | – | 0.23% | 75 |
|
|
2021
Q4 | $414K | Buy |
+5,265
| New | +$414K | 0.2% | 82 |
|