Morris Financial Concepts’s Dominion Energy D Stock Holding History

Morris Financial Concepts’s Portfolio D Stock Details D Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$219K	Buy
2023 Q2	–	Sell
2023 Q1	$206K	Buy
2022 Q4	$200K	Sell
2022 Q3	$288K	Buy
2022 Q2	$256K	Sell
2022 Q1	$276K	Sell
2021 Q4	$261K	Buy