Partners in Financial Planning’s Dominion Energy D Stock Holding History

Partners in Financial Planning’s Portfolio D Stock Details D Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$200K	Buy
2023 Q1	–	Sell
2022 Q4	$305K	Hold
2022 Q3	$287K	Hold
2022 Q2	$403K	Hold
2022 Q1	$412K	Hold
2021 Q4	$384K	Hold
2021 Q3	$354K	Sell
2021 Q2	$407K	Buy