OLIO Financial Planning’s Dominion Energy D Stock Holding History

OLIO Financial Planning’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$396K	Buy
2025 Q2	$365K	Buy
2025 Q1	$329K	Buy
2024 Q4	$314K	Buy
2024 Q3	$267K	Hold
2024 Q2	$267K	Hold
2024 Q1	$267K	Hold
2023 Q4	$267K	Sell
2023 Q3	$276K	Buy
2022 Q2	–	Sell
2022 Q1	$203K	Buy