Newbridge Financial Services 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
$189K Sell
3,340
-558
-14% -$31.5K 0.03% 302
2025
Q1
$219K Sell
3,898
-2,542
-39% -$143K 0.05% 182
2024
Q4
$347K Buy
6,440
+3,128
+94% +$168K 0.09% 155
2024
Q3
$191K Buy
3,312
+1,080
+48% +$62.4K 0.07% 152
2024
Q2
$109K Buy
2,232
+1,767
+380% +$86.6K 0.04% 253
2024
Q1
$22.9K Sell
465
-148
-24% -$7.29K 0.01% 571
2023
Q4
$28.8K Buy
613
+94
+18% +$4.42K 0.01% 516
2023
Q3
$23.2K Buy
519
+3
+0.6% +$134 0.01% 606
2023
Q2
$26.7K Sell
516
-258
-33% -$13.4K 0.01% 607
2023
Q1
$43.3K Buy
774
+5
+0.7% +$280 0.02% 498
2022
Q4
$47.2K Buy
769
+268
+53% +$16.4K 0.03% 478
2022
Q3
$35K Sell
501
-10
-2% -$699 0.02% 541
2022
Q2
$41K Buy
511
+1
+0.2% +$80 0.03% 447
2022
Q1
$43K Sell
510
-12
-2% -$1.01K 0.02% 514
2021
Q4
$41K Sell
522
-136
-21% -$10.7K 0.02% 515
2021
Q3
$48K Buy
658
+375
+133% +$27.4K 0.03% 421
2021
Q2
$21K Buy
283
+27
+11% +$2K 0.01% 760
2021
Q1
$19K Buy
256
+114
+80% +$8.46K 0.01% 701
2020
Q4
$11K Hold
142
0.01% 687
2020
Q3
$11K Buy
+142
New +$11K 0.01% 645