MA
MKT Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
4,428
+4
| +0.1% | +$231 | 0.1% | 138 |
|
|
2025
Q1 | $225K | Hold |
4,424
| – | – | 0.11% | 131 |
|
|
2024
Q4 | $245K | Sell |
4,424
-797
| -15% | -$44.1K | 0.11% | 128 |
|
|
2024
Q3 | $305K | Sell |
5,221
-166
| -3% | -$9.69K | 0.14% | 110 |
|
|
2024
Q2 | $267K | Buy |
5,387
+25
| +0.5% | +$1.24K | 0.13% | 121 |
|
|
2024
Q1 | $262K | Buy |
+5,362
| New | +$262K | 0.14% | 116 |
|
|
2023
Q2 | – | Sell |
-5,142
| Closed | -$295K | – | 145 |
|
|
2023
Q1 | $295K | Sell |
5,142
-160
| -3% | -$9.19K | 0.22% | 91 |
|
|
2022
Q4 | $331K | Sell |
5,302
-102
| -2% | -$6.36K | 0.25% | 81 |
|
|
2022
Q3 | $373K | Buy |
5,404
+56
| +1% | +$3.87K | 0.32% | 66 |
|
|
2022
Q2 | $427K | Sell |
5,348
-46
| -0.9% | -$3.67K | 0.33% | 66 |
|
|
2022
Q1 | $452K | Buy |
5,394
+36
| +0.7% | +$3.02K | 0.34% | 65 |
|
|
2021
Q4 | $415K | Buy |
+5,358
| New | +$415K | 0.33% | 69 |
|