Private Wealth Management Group’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 | $70.8K | Buy |
1,252
+66
| +6% | +$3.73K | 0.02% | 141 |
|
|
2025
Q1 | $66.5K | Buy |
1,186
+59
| +5% | +$3.31K | 0.02% | 143 |
|
|
2024
Q4 | $60.7K | Hold |
1,127
| – | – | 0.02% | 151 |
|
|
2024
Q3 | $65.1K | Hold |
1,127
| – | – | 0.03% | 141 |
|
|
2024
Q2 | $55.2K | Hold |
1,127
| – | – | 0.02% | 151 |
|
|
2024
Q1 | $55.4K | Buy |
1,127
+18
| +2% | +$885 | 0.03% | 146 |
|
|
2023
Q4 | $52.1K | Buy |
+1,109
| New | +$52.1K | 0.03% | 151 |
|