OLIO Financial Planning’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 | $365K | Buy |
6,464
+603
| +10% | +$34.1K | 0.12% | 46 |
|
|
2025
Q1 | $329K | Buy |
5,861
+33
| +0.6% | +$1.85K | 0.11% | 46 |
|
|
2024
Q4 | $314K | Buy |
5,828
+152
| +3% | +$8.19K | 0.11% | 47 |
|
|
2024
Q3 | $267K | Hold |
5,676
| – | – | 0.11% | 44 |
|
|
2024
Q2 | $267K | Hold |
5,676
| – | – | 0.11% | 44 |
|
|
2024
Q1 | $267K | Hold |
5,676
| – | – | 0.11% | 44 |
|
|
2023
Q4 | $267K | Sell |
5,676
-501
| -8% | -$23.6K | 0.11% | 44 |
|
|
2023
Q3 | $276K | Buy |
+6,177
| New | +$276K | 0.13% | 43 |
|
|
2022
Q2 | – | Sell |
-2,386
| Closed | -$203K | – | 44 |
|
|
2022
Q1 | $203K | Buy |
+2,386
| New | +$203K | 0.12% | 46 |
|