Oak Thistle LLC’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 | $628K | Buy |
+11,118
| New | +$628K | 0.09% | 346 |
|
|
2024
Q1 | – | Sell |
-13,366
| Closed | -$628K | – | 342 |
|
|
2023
Q4 | $628K | Buy |
+13,366
| New | +$628K | 0.18% | 235 |
|
|
2022
Q4 | – | Sell |
-3,363
| Closed | -$232K | – | 175 |
|
|
2022
Q3 | $232K | Buy |
+3,363
| New | +$232K | 0.84% | 61 |
|
|
2022
Q2 | – | Sell |
-9,899
| Closed | -$841K | – | 234 |
|
|
2022
Q1 | $841K | Buy |
+9,899
| New | +$841K | 0.44% | 52 |
|