Plan Group Financial’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 | $1.64M | Buy |
29,022
+4,062
| +16% | +$230K | 0.54% | 62 |
|
|
2025
Q1 | $1.4M | Buy |
24,960
+8,911
| +56% | +$500K | 0.5% | 54 |
|
|
2024
Q4 | $864K | Buy |
16,049
+1,249
| +8% | +$67.3K | 0.46% | 54 |
|
|
2024
Q3 | $855K | Buy |
14,800
+1,683
| +13% | +$97.3K | 0.45% | 52 |
|
|
2024
Q2 | $643K | Buy |
13,117
+7,116
| +119% | +$349K | 0.39% | 55 |
|
|
2024
Q1 | $295K | Buy |
+6,001
| New | +$295K | 0.19% | 74 |
|
|
2022
Q2 | $207K | Buy |
+2,602
| New | +$207K | 0.36% | 50 |
|