Meridian Financial’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 | $259K | Sell |
4,583
-164
| -3% | -$9.27K | 0.17% | 104 |
|
|
2025
Q1 | $266K | Buy |
4,747
+39
| +0.8% | +$2.19K | 0.19% | 95 |
|
|
2024
Q4 | $254K | Buy |
4,708
+38
| +0.8% | +$2.05K | 0.18% | 98 |
|
|
2024
Q3 | $270K | Buy |
4,670
+135
| +3% | +$7.8K | 0.18% | 106 |
|
|
2024
Q2 | $222K | Buy |
4,535
+130
| +3% | +$6.37K | 0.16% | 114 |
|
|
2024
Q1 | $217K | Sell |
4,405
-169
| -4% | -$8.31K | 0.16% | 115 |
|
|
2023
Q4 | $215K | Buy |
+4,574
| New | +$215K | 0.17% | 106 |
|
|
2023
Q3 | – | Sell |
-4,143
| Closed | -$215K | – | 97 |
|
|
2023
Q2 | $215K | Buy |
+4,143
| New | +$215K | 0.19% | 98 |
|