MTM Investment 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
Q2 | $200K | Buy |
+3,540
| New | +$200K | 0.07% | 197 |
|
|
2024
Q4 | – | Sell |
-4,200
| Closed | -$245K | – | 269 |
|
|
2024
Q3 | $245K | Hold |
4,200
| – | – | 0.1% | 174 |
|
|
2024
Q2 | $206K | Hold |
4,200
| – | – | 0.08% | 183 |
|
|
2024
Q1 | $207K | Buy |
+4,200
| New | +$207K | 0.09% | 187 |
|
|
2022
Q4 | – | Sell |
-3,140
| Closed | -$217K | – | 268 |
|
|
2022
Q3 | $217K | Hold |
3,140
| – | – | 0.12% | 158 |
|
|
2022
Q2 | $255K | Hold |
3,140
| – | – | 0.14% | 146 |
|
|
2022
Q1 | $267K | Hold |
3,140
| – | – | 0.13% | 148 |
|
|
2021
Q4 | $247K | Hold |
3,140
| – | – | 0.12% | 159 |
|
|
2021
Q3 | $229K | Hold |
3,140
| – | – | 0.12% | 149 |
|
|
2021
Q2 | $231K | Hold |
3,140
| – | – | 0.12% | 149 |
|
|
2021
Q1 | $239K | Buy |
3,140
+467
| +17% | +$35.5K | 0.13% | 138 |
|
|
2020
Q4 | $201K | Buy |
+2,673
| New | +$201K | 0.12% | 140 |
|