Pointe Capital Management’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 | $486K | Sell |
8,600
-100
| -1% | -$5.65K | 0.25% | 91 |
|
|
2025
Q1 | $488K | Hold |
8,700
| – | – | 0.29% | 92 |
|
|
2024
Q4 | $469K | Buy |
8,700
+257
| +3% | +$13.8K | 0.27% | 96 |
|
|
2024
Q3 | $488K | Hold |
8,443
| – | – | 0.28% | 93 |
|
|
2024
Q2 | $414K | Sell |
8,443
-216
| -2% | -$10.6K | 0.26% | 100 |
|
|
2024
Q1 | $426K | Hold |
8,659
| – | – | 0.26% | 98 |
|
|
2023
Q4 | $407K | Buy |
8,659
+3,967
| +85% | +$186K | 0.28% | 94 |
|
|
2023
Q3 | $210K | Buy |
4,692
+32
| +0.7% | +$1.43K | 0.15% | 131 |
|
|
2023
Q2 | $241K | Buy |
4,660
+79
| +2% | +$4.09K | 0.18% | 127 |
|
|
2023
Q1 | $256K | Hold |
4,581
| – | – | 0.18% | 122 |
|
|
2022
Q4 | $281K | Buy |
+4,581
| New | +$281K | 0.22% | 118 |
|