Northstar Advisory 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 | $314K | Sell |
5,557
-180
| -3% | -$10.2K | 0.15% | 85 |
|
|
2025
Q1 | $322K | Buy |
5,737
+180
| +3% | +$10.1K | 0.21% | 80 |
|
|
2024
Q4 | $299K | Sell |
5,557
-32
| -0.6% | -$1.72K | 0.15% | 86 |
|
|
2024
Q3 | $323K | Buy |
5,589
+29
| +0.5% | +$1.68K | 0.17% | 82 |
|
|
2024
Q2 | $272K | Buy |
+5,560
| New | +$272K | 0.16% | 82 |
|
|
2022
Q3 | – | Sell |
-2,632
| Closed | -$210K | – | 84 |
|
|
2022
Q2 | $210K | Buy |
2,632
+53
| +2% | +$4.23K | 0.16% | 78 |
|
|
2022
Q1 | $219K | Buy |
+2,579
| New | +$219K | 0.14% | 98 |
|