Novak & Powell Financial Services’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 | $242K | Buy |
4,288
+34
| +0.8% | +$1.92K | 0.17% | 127 |
|
|
2025
Q1 | $239K | Buy |
4,254
+34
| +0.8% | +$1.91K | 0.15% | 133 |
|
|
2024
Q4 | $227K | Buy |
4,220
+33
| +0.8% | +$1.78K | 0.14% | 134 |
|
|
2024
Q3 | $242K | Buy |
4,187
+31
| +0.7% | +$1.79K | 0.14% | 137 |
|
|
2024
Q2 | $204K | Buy |
4,156
+36
| +0.9% | +$1.76K | 0.13% | 143 |
|
|
2024
Q1 | $203K | Buy |
+4,120
| New | +$203K | 0.15% | 137 |
|