Pallas Capital Advisors’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 | $650K | Sell |
11,496
-103
| -0.9% | -$5.82K | 0.02% | 426 |
|
|
2025
Q1 | $650K | Buy |
+11,599
| New | +$650K | 0.03% | 399 |
|
|
2024
Q4 | – | Sell |
-5,241
| Closed | -$318K | – | 595 |
|
|
2024
Q3 | $318K | Buy |
+5,241
| New | +$318K | 0.01% | 458 |
|
|
2021
Q4 | – | Sell |
-3,809
| Closed | -$288K | – | 360 |
|
|
2021
Q3 | $288K | Buy |
3,809
+771
| +25% | +$58.3K | 0.03% | 311 |
|
|
2021
Q2 | $229K | Buy |
+3,038
| New | +$229K | 0.03% | 282 |
|