Orion Capital Management’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 | $28.3K | Hold |
500
| – | – | 0.01% | 292 |
|
|
2025
Q1 | $28K | Hold |
500
| – | – | 0.01% | 285 |
|
|
2024
Q4 | $26.9K | Buy |
+500
| New | +$26.9K | 0.01% | 287 |
|
|
2024
Q3 | – | Sell |
-500
| Closed | -$24.5K | – | 206 |
|
|
2024
Q2 | $24.5K | Hold |
500
| – | – | 0.01% | 283 |
|
|
2024
Q1 | $24.6K | Hold |
500
| – | – | 0.01% | 302 |
|
|
2023
Q4 | $23.5K | Hold |
500
| – | – | 0.01% | 309 |
|
|
2023
Q3 | $22.3K | Buy |
+500
| New | +$22.3K | 0.01% | 307 |
|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$55.9K | – | 203 |
|
|
2023
Q1 | $55.9K | Hold |
1,000
| – | – | 0.04% | 203 |
|
|
2022
Q4 | $61.3K | Hold |
1,000
| – | – | 0.05% | 182 |
|
|
2022
Q3 | $69K | Buy |
1,000
+500
| +100% | +$34.5K | 0.06% | 169 |
|
|
2022
Q2 | $40K | Hold |
500
| – | – | 0.03% | 209 |
|
|
2022
Q1 | $42K | Hold |
500
| – | – | 0.03% | 217 |
|
|
2021
Q4 | $39K | Hold |
500
| – | – | 0.02% | 214 |
|
|
2021
Q3 | $37K | Hold |
500
| – | – | 0.02% | 209 |
|
|
2021
Q2 | $37K | Hold |
500
| – | – | 0.02% | 192 |
|
|
2021
Q1 | $38K | Hold |
500
| – | – | 0.03% | 176 |
|
|
2020
Q4 | $38K | Buy |
+500
| New | +$38K | 0.03% | 168 |
|