OA
Operose Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3K | Hold |
200
| – | – | ﹤0.01% | 326 |
|
|
2025
Q1 | $11.2K | Sell |
200
-110
| -35% | -$6.17K | ﹤0.01% | 311 |
|
|
2024
Q4 | $16.7K | Sell |
310
-1,265
| -80% | -$68.1K | 0.01% | 278 |
|
|
2024
Q3 | $91K | Buy |
1,575
+1,150
| +271% | +$66.5K | 0.03% | 205 |
|
|
2024
Q2 | $20.8K | Sell |
425
-2,385
| -85% | -$117K | 0.01% | 346 |
|
|
2024
Q1 | $138K | Buy |
2,810
+2,385
| +561% | +$117K | 0.05% | 176 |
|
|
2023
Q4 | $20K | Sell |
425
-402
| -49% | -$18.9K | 0.01% | 364 |
|
|
2023
Q3 | $36.9K | Buy |
827
+311
| +60% | +$13.9K | 0.01% | 363 |
|
|
2023
Q2 | $26.7K | Buy |
516
+316
| +158% | +$16.4K | 0.01% | 207 |
|
|
2023
Q1 | $11.2K | Hold |
200
| – | – | 0.01% | 264 |
|
|
2022
Q4 | $12.3K | Sell |
200
-314
| -61% | -$19.3K | 0.01% | 259 |
|
|
2022
Q3 | $36K | Buy |
514
+314
| +157% | +$22K | 0.02% | 169 |
|
|
2022
Q2 | $16K | Hold |
200
| – | – | 0.01% | 213 |
|
|
2022
Q1 | $17K | Hold |
200
| – | – | 0.01% | 225 |
|
|
2021
Q4 | $16K | Buy |
+200
| New | +$16K | 0.01% | 224 |
|