Pathway Financial Advisers’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-841
| Closed | -$45.3K | – | 208 |
|
|
2024
Q4 | $45.3K | Sell |
841
-47,335
| -98% | -$2.55M | 0.02% | 243 |
|
|
2024
Q3 | $834 | Buy |
48,176
+37,514
| +352% | +$649 | ﹤0.01% | 375 |
|
|
2024
Q2 | $521K | Sell |
10,662
-608
| -5% | -$29.7K | 0.19% | 120 |
|
|
2024
Q1 | $554K | Sell |
11,270
-746
| -6% | -$36.7K | 0.2% | 119 |
|
|
2023
Q4 | $565K | Sell |
12,016
-1,547
| -11% | -$72.7K | 0.22% | 115 |
|
|
2023
Q3 | $606K | Buy |
+13,563
| New | +$606K | 0.25% | 103 |
|
|
2023
Q1 | $729K | Buy |
13,034
+6,462
| +98% | +$361K | 0.29% | 91 |
|
|
2022
Q4 | $403K | Buy |
+6,572
| New | +$403K | 0.16% | 125 |
|