OAM
Occidental Asset Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Buy |
84,911
+6,172
| +8% | +$349K | 0.66% | 44 |
|
|
2025
Q1 | $4.41M | Buy |
78,739
+4,815
| +7% | +$270K | 0.67% | 42 |
|
|
2024
Q4 | $3.98M | Buy |
73,924
+3,948
| +6% | +$213K | 0.62% | 45 |
|
|
2024
Q3 | $4.04M | Buy |
+69,976
| New | +$4.04M | 0.65% | 41 |
|