OPA
Old Port Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
4,272
-1,283
| -23% | -$72.5K | 0.07% | 209 |
|
|
2025
Q1 | $311K | Sell |
5,555
-48
| -0.9% | -$2.69K | 0.09% | 177 |
|
|
2024
Q4 | $302K | Sell |
5,603
-129
| -2% | -$6.95K | 0.09% | 185 |
|
|
2024
Q3 | $331K | Sell |
5,732
-87
| -1% | -$5.03K | 0.09% | 181 |
|
|
2024
Q2 | $285K | Sell |
5,819
-1,601
| -22% | -$78.4K | 0.09% | 183 |
|
|
2024
Q1 | $365K | Sell |
7,420
-1,597
| -18% | -$78.6K | 0.11% | 161 |
|
|
2023
Q4 | $424K | Sell |
9,017
-1,344
| -13% | -$63.2K | 0.14% | 154 |
|
|
2023
Q3 | $463K | Buy |
+10,361
| New | +$463K | 0.17% | 142 |
|
|
2023
Q1 | $773K | Sell |
13,301
-2,003
| -13% | -$116K | 0.28% | 113 |
|
|
2022
Q4 | $938K | Sell |
15,304
-2,907
| -16% | -$178K | 0.35% | 100 |
|
|
2022
Q3 | $1.26M | Buy |
18,211
+539
| +3% | +$37.2K | 0.5% | 77 |
|
|
2022
Q2 | $1.4M | Buy |
17,672
+1,130
| +7% | +$89.8K | 0.54% | 59 |
|
|
2022
Q1 | $1.43M | Buy |
16,542
+709
| +4% | +$61.2K | 0.49% | 71 |
|
|
2021
Q4 | $1.25M | Buy |
15,833
+824
| +5% | +$65.2K | 0.42% | 84 |
|
|
2021
Q3 | $1.11M | Buy |
15,009
+2,303
| +18% | +$171K | 0.4% | 81 |
|
|
2021
Q2 | $956K | Buy |
12,706
+7,848
| +162% | +$590K | 0.34% | 91 |
|
|
2021
Q1 | $369K | Buy |
+4,858
| New | +$369K | 0.14% | 149 |
|