Optas LLC’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 | $334K | Buy |
+5,908
| New | +$334K | 0.06% | 204 |
|
|
2021
Q1 | – | Sell |
-3,002
| Closed | -$226K | – | 143 |
|
|
2020
Q4 | $226K | Sell |
3,002
-4,072
| -58% | -$307K | 0.07% | 124 |
|
|
2020
Q3 | $558K | Buy |
7,074
+3,537
| +100% | +$279K | 0.17% | 86 |
|
|
2020
Q2 | $287K | Buy |
+3,537
| New | +$287K | 0.12% | 94 |
|