Morton Community Bank’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 | $2.88M | Buy |
50,947
+2,575
| +5% | +$146K | 0.72% | 80 |
|
|
2025
Q1 | $2.71M | Buy |
48,372
+427
| +0.9% | +$23.9K | 0.71% | 82 |
|
|
2024
Q4 | $2.58M | Buy |
47,945
+1,340
| +3% | +$72.2K | 0.68% | 84 |
|
|
2024
Q3 | $2.69M | Buy |
46,605
+2,427
| +5% | +$140K | 0.7% | 85 |
|
|
2024
Q2 | $2.16M | Buy |
44,178
+2,175
| +5% | +$107K | 0.61% | 87 |
|
|
2024
Q1 | $2.07M | Buy |
42,003
+2,560
| +6% | +$126K | 0.59% | 88 |
|
|
2023
Q4 | $1.85M | Buy |
+39,443
| New | +$1.85M | 0.61% | 87 |
|