MidAtlantic Capital Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,863
| Closed | -$154K | – | 113 |
|
|
2024
Q4 | $154K | Sell |
2,863
-1,332
| -32% | -$71.7K | 0.11% | 88 |
|
|
2024
Q3 | $242K | Hold |
4,195
| – | – | 0.18% | 77 |
|
|
2024
Q2 | $206K | Sell |
4,195
-464
| -10% | -$22.7K | 0.17% | 77 |
|
|
2024
Q1 | $229K | Sell |
4,659
-1,441
| -24% | -$70.9K | 0.2% | 72 |
|
|
2023
Q4 | $287K | Buy |
+6,100
| New | +$287K | 0.28% | 67 |
|