Oak Harbor Wealth Partners’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 | $544K | Hold |
9,624
| – | – | 0.15% | 118 |
|
|
2025
Q1 | $540K | Hold |
9,624
| – | – | 0.15% | 111 |
|
|
2024
Q4 | $518K | Buy |
9,624
+939
| +11% | +$50.6K | 0.15% | 117 |
|
|
2024
Q3 | $502K | Sell |
8,685
-327
| -4% | -$18.9K | 0.14% | 118 |
|
|
2024
Q2 | $442K | Sell |
9,012
-495
| -5% | -$24.3K | 0.14% | 117 |
|
|
2024
Q1 | $468K | Buy |
9,507
+400
| +4% | +$19.7K | 0.15% | 118 |
|
|
2023
Q4 | $428K | Sell |
9,107
-150
| -2% | -$7.05K | 0.14% | 118 |
|
|
2023
Q3 | $414K | Sell |
9,257
-700
| -7% | -$31.3K | 0.15% | 116 |
|
|
2023
Q2 | $516K | Buy |
9,957
+333
| +3% | +$17.2K | 0.18% | 110 |
|
|
2023
Q1 | $538K | Sell |
9,624
-633
| -6% | -$35.4K | 0.2% | 105 |
|
|
2022
Q4 | $629K | Buy |
10,257
+878
| +9% | +$53.8K | 0.24% | 82 |
|
|
2022
Q3 | $648K | Hold |
9,379
| – | – | 0.25% | 81 |
|
|
2022
Q2 | $749K | Hold |
9,379
| – | – | 0.3% | 75 |
|
|
2022
Q1 | $797K | Buy |
9,379
+161
| +2% | +$13.7K | 0.26% | 82 |
|
|
2021
Q4 | $724K | Buy |
+9,218
| New | +$724K | 0.25% | 79 |
|