Nadler Financial Group’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	$234K	Hold	4,132	–	–	0.02%	119
2025 Q1	$232K	Buy	+4,132	New	+$232K	0.03%	111
2024 Q4	–	Sell	-4,067	Closed	-$235K	–	131
2024 Q3	$235K	Buy	+4,067	New	+$235K	0.03%	108
2024 Q2	–	Sell	-4,167	Closed	-$205K	–	113
2024 Q1	$205K	Buy	+4,167	New	+$205K	0.03%	107
2023 Q3	–	Sell	-4,477	Closed	-$232K	–	109
2023 Q2	$232K	Hold	4,477	–	–	0.03%	98
2023 Q1	$250K	Sell	4,477 -171	-4%	-$9.56K	0.04%	92
2022 Q4	$285K	Hold	4,648	–	–	0.05%	85
2022 Q3	$321K	Hold	4,648	–	–	0.06%	76
2022 Q2	$371K	Hold	4,648	–	–	0.07%	72
2022 Q1	$395K	Hold	4,648	–	–	0.06%	77
2021 Q4	$365K	Hold	4,648	–	–	0.05%	85
2021 Q3	$339K	Hold	4,648	–	–	0.06%	83
2021 Q2	$342K	Hold	4,648	–	–	0.06%	82
2021 Q1	$353K	Hold	4,648	–	–	0.06%	77
2020 Q4	$350K	Buy	4,648 +948	+26%	+$71.4K	0.07%	77
2020 Q3	$292K	Hold	3,700	–	–	0.06%	79
2020 Q2	$300K	Hold	3,700	–	–	0.08%	74
2020 Q1	$267K	Hold	3,700	–	–	0.08%	69
2019 Q4	$306K	Hold	3,700	–	–	0.08%	72
2019 Q3	$300K	Hold	3,700	–	–	0.08%	65
2019 Q2	$286K	Hold	3,700	–	–	0.08%	68
2019 Q1	$284K	Hold	3,700	–	–	0.09%	66
2018 Q4	$264K	Buy	+3,700	New	+$264K	0.09%	67
2018 Q2	–	Sell	-3,092	Closed	-$208K	–	84
2018 Q1	$208K	Hold	3,092	–	–	0.06%	80
2017 Q4	$251K	Buy	+3,092	New	+$251K	0.08%	73