Northwest Financial Advisors’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 | – | Sell |
-4,954
| Closed | -$278K | – | 103 |
|
|
2025
Q1 | $278K | Buy |
4,954
+5
| +0.1% | +$280 | 0.23% | 87 |
|
|
2024
Q4 | $267K | Buy |
4,949
+4
| +0.1% | +$215 | 0.22% | 90 |
|
|
2024
Q3 | $286K | Buy |
4,945
+5
| +0.1% | +$289 | 0.23% | 79 |
|
|
2024
Q2 | $242K | Sell |
4,940
-671
| -12% | -$32.9K | 0.25% | 78 |
|
|
2024
Q1 | $276K | Buy |
5,611
+808
| +17% | +$39.7K | 0.3% | 76 |
|
|
2023
Q4 | $226K | Buy |
+4,803
| New | +$226K | 0.19% | 82 |
|