O'Connor Financial Group’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,652	Closed	-$252K	–	52
2023 Q3	$252K	Buy	5,652 +190	+3%	+$8.49K	0.17%	48
2023 Q2	$283K	Sell	5,462 -55	-1%	-$2.85K	0.2%	47
2023 Q1	$308K	Buy	+5,517	New	+$308K	0.23%	47