Provenance Wealth 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
Q1 | – | Sell |
-4,176
| Closed | -$225K | – | 549 |
|
|
2024
Q4 | $225K | Hold |
4,176
| – | – | 0.03% | 138 |
|
|
2024
Q3 | $241K | Hold |
4,176
| – | – | 0.03% | 141 |
|
|
2024
Q2 | $205K | Hold |
4,176
| – | – | 0.03% | 140 |
|
|
2024
Q1 | $205K | Hold |
4,176
| – | – | 0.03% | 144 |
|
|
2023
Q4 | $196K | Hold |
4,176
| – | – | 0.03% | 127 |
|
|
2023
Q3 | $187K | Buy |
+4,176
| New | +$187K | 0.03% | 119 |
|