Personal CFO Solutions’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 | $1.33M | Buy |
23,534
+693
| +3% | +$39.2K | 0.25% | 79 |
|
|
2025
Q1 | $1.28M | Sell |
22,841
-422
| -2% | -$23.7K | 0.26% | 78 |
|
|
2024
Q4 | $1.25M | Sell |
23,263
-42
| -0.2% | -$2.26K | 0.25% | 79 |
|
|
2024
Q3 | $1.35M | Buy |
23,305
+119
| +0.5% | +$6.88K | 0.19% | 103 |
|
|
2024
Q2 | $1.14M | Buy |
23,186
+169
| +0.7% | +$8.28K | 0.17% | 112 |
|
|
2024
Q1 | $1.13M | Buy |
23,017
+13,575
| +144% | +$668K | 0.18% | 114 |
|
|
2023
Q4 | $444K | Buy |
9,442
+2,937
| +45% | +$138K | 0.08% | 260 |
|
|
2023
Q3 | $291K | Buy |
6,505
+1,508
| +30% | +$67.4K | 0.06% | 329 |
|
|
2023
Q2 | $259K | Buy |
+4,997
| New | +$259K | 0.05% | 372 |
|