Principal Securities’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 | $1.02M | Buy |
18,004
+2,205
| +14% | +$125K | 0.02% | 606 |
|
|
2025
Q1 | $851K | Hold |
15,799
| – | – | 0.02% | 600 |
|
|
2024
Q4 | $851K | Buy |
15,799
+590
| +4% | +$31.8K | 0.02% | 599 |
|
|
2024
Q3 | $879K | Sell |
15,209
-392
| -3% | -$22.7K | 0.02% | 566 |
|
|
2024
Q2 | $764K | Buy |
15,601
+1,941
| +14% | +$95.1K | 0.02% | 559 |
|
|
2024
Q1 | $672K | Buy |
13,660
+383
| +3% | +$18.8K | 0.02% | 561 |
|
|
2023
Q4 | $624K | Buy |
+13,277
| New | +$624K | 0.02% | 532 |
|