Precedent Wealth Partners’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 | $215K | Sell |
3,802
-561
| -13% | -$31.7K | 0.05% | 166 |
|
|
2025
Q1 | $245K | Sell |
4,363
-6,739
| -61% | -$378K | 0.07% | 145 |
|
|
2024
Q4 | $598K | Sell |
11,102
-1,985
| -15% | -$107K | 0.2% | 113 |
|
|
2024
Q3 | $756K | Buy |
13,087
+2,345
| +22% | +$136K | 0.25% | 97 |
|
|
2024
Q2 | $526K | Buy |
10,742
+2,950
| +38% | +$145K | 0.21% | 101 |
|
|
2024
Q1 | $383K | Buy |
7,792
+1,835
| +31% | +$90.3K | 0.16% | 108 |
|
|
2023
Q4 | $280K | Buy |
+5,957
| New | +$280K | 0.14% | 117 |
|