Neo Ivy Capital Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,790
| Closed | -$1.14M | – | 301 |
|
|
2024
Q3 | $1.14M | Buy |
+19,790
| New | +$1.14M | 0.37% | 110 |
|
|
2023
Q4 | $80K | Buy |
+1,706
| New | +$80K | 0.18% | 141 |
|
|
2022
Q4 | $318K | Buy |
+5,190
| New | +$318K | 0.22% | 192 |
|
|
2022
Q1 | – | Sell |
-8,136
| Closed | -$639K | – | 507 |
|
|
2021
Q4 | $639K | Buy |
+8,136
| New | +$639K | 0.92% | 3 |
|
|
2020
Q4 | – | Sell |
-3,107
| Closed | -$245K | – | 449 |
|
|
2020
Q3 | $245K | Buy |
+3,107
| New | +$245K | 0.25% | 156 |
|
|
2020
Q2 | – | Sell |
-1,662
| Closed | -$120K | – | 487 |
|
|
2020
Q1 | $120K | Buy |
+1,662
| New | +$120K | 0.2% | 198 |
|