Pure Financial 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 | $402K | Buy |
7,106
+2,630
| +59% | +$149K | 0.01% | 334 |
|
|
2025
Q1 | $251K | Buy |
4,476
+279
| +7% | +$15.6K | 0.01% | 338 |
|
|
2024
Q4 | $226K | Buy |
+4,197
| New | +$226K | 0.01% | 317 |
|
|
2024
Q2 | – | Sell |
-4,594
| Closed | -$226K | – | 320 |
|
|
2024
Q1 | $226K | Buy |
+4,594
| New | +$226K | 0.01% | 286 |
|
|
2020
Q1 | – | Sell |
-2,423
| Closed | -$201K | – | 136 |
|
|
2019
Q4 | $201K | Buy |
+2,423
| New | +$201K | 0.03% | 134 |
|