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R Squared’s Dominion Energy D Stock Holding History

R Squared’s Portfolio D Stock Details D Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,600
Closed -$202K – 493
2025
Q1 		$202K Sell
3,600
-1,500
-29% -$84.1K 0.22% 205
2024
Q4 		$275K Buy
+5,100
New +$275K 0.27% 73