Prossimo Advisors’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 | $268K | Buy |
4,735
+803
| +20% | +$45.5K | 0.22% | 110 |
|
|
2025
Q1 | $220K | Buy |
+3,932
| New | +$220K | 0.17% | 127 |
|
|
2024
Q3 | – | Sell |
-5,775
| Closed | -$283K | – | 142 |
|
|
2024
Q2 | $283K | Sell |
5,775
-1,208
| -17% | -$59.2K | 0.26% | 108 |
|
|
2024
Q1 | $343K | Sell |
6,983
-1,860
| -21% | -$91.4K | 0.66% | 40 |
|
|
2023
Q4 | $416K | Sell |
8,843
-245
| -3% | -$11.5K | 0.88% | 39 |
|
|
2023
Q3 | $406K | Sell |
9,088
-46
| -0.5% | -$2.06K | 0.96% | 39 |
|
|
2023
Q2 | $473K | Buy |
9,134
+600
| +7% | +$31.1K | 0.46% | 77 |
|
|
2023
Q1 | $477K | Sell |
8,534
-60
| -0.7% | -$3.35K | 1.16% | 32 |
|
|
2022
Q4 | $527K | Buy |
+8,594
| New | +$527K | 1.22% | 30 |
|