Regency Capital Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,112
| Closed | -$681K | – | 35 |
|
|
2022
Q4 | $681K | Sell |
11,112
-2,300
| -17% | -$141K | 0.78% | 24 |
|
|
2022
Q3 | $927K | Sell |
13,412
-43,153
| -76% | -$2.98M | 1.14% | 22 |
|
|
2022
Q2 | $4.51M | Buy |
56,565
+15,282
| +37% | +$1.22M | 4.85% | 7 |
|
|
2022
Q1 | $3.51M | Buy |
41,283
+3,479
| +9% | +$296K | 2.55% | 13 |
|
|
2021
Q4 | $2.97M | Buy |
+37,804
| New | +$2.97M | 1.89% | 18 |
|