RBWA
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RFG - Bristol Wealth Advisors’s Dominion Energy D Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$329K Sell
5,817
-4,844
-45% -$274K 0.1% 137
2025
Q1 		$598K Buy
10,661
+3
+0% +$168 0.2% 91
2024
Q4 		$574K Buy
+10,658
New +$574K 0.19% 93