Private Client Services’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	$352K	Buy	6,234 +188	+3%	+$10.6K	0.14%	134
2025 Q1	$339K	Sell	6,046 -48	-0.8%	-$2.69K	0.17%	121
2024 Q4	$328K	Sell	6,094 -40	-0.7%	-$2.15K	0.18%	115
2024 Q3	$354K	Buy	+6,134	New	+$354K	0.19%	105