MLA
My Legacy Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Buy |
12,418
+320
| +3% | +$18.6K | 0.26% | 109 |
|
|
2025
Q1 | $678K | Sell |
12,098
-302
| -2% | -$16.9K | 0.26% | 115 |
|
|
2024
Q4 | $665K | Buy |
12,400
+276
| +2% | +$14.8K | 0.26% | 108 |
|
|
2024
Q3 | $701K | Sell |
12,124
-2,930
| -19% | -$169K | 0.28% | 111 |
|
|
2024
Q2 | $738K | Buy |
15,054
+277
| +2% | +$13.6K | 0.24% | 114 |
|
|
2024
Q1 | $727K | Buy |
14,777
+293
| +2% | +$14.4K | 0.24% | 120 |
|
|
2023
Q4 | $682K | Sell |
14,484
-1,693
| -10% | -$79.8K | 0.25% | 124 |
|
|
2023
Q3 | $657K | Buy |
16,177
+1,367
| +9% | +$55.6K | 0.27% | 116 |
|
|
2023
Q2 | $786K | Buy |
14,810
+885
| +6% | +$46.9K | 0.31% | 106 |
|
|
2023
Q1 | $807K | Buy |
13,925
+409
| +3% | +$23.7K | 0.35% | 93 |
|
|
2022
Q4 | $814K | Buy |
13,516
+2,232
| +20% | +$134K | 0.35% | 102 |
|
|
2022
Q3 | $726K | Buy |
11,284
+2,191
| +24% | +$141K | 0.37% | 95 |
|
|
2022
Q2 | $725K | Buy |
9,093
+1,276
| +16% | +$102K | 0.36% | 99 |
|
|
2022
Q1 | $664K | Buy |
+7,817
| New | +$664K | 0.31% | 112 |
|