Richardson Financial Services’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 | $163K | Hold |
2,825
| – | – | 0.11% | 164 |
|
|
2025
Q1 | $158K | Sell |
2,825
-30
| -1% | -$1.68K | 0.12% | 160 |
|
|
2024
Q4 | $154K | Sell |
2,855
-265
| -8% | -$14.3K | 0.11% | 163 |
|
|
2024
Q3 | $153K | Hold |
3,120
| – | – | 0.1% | 172 |
|
|
2024
Q2 | $153K | Sell |
3,120
-546
| -15% | -$26.8K | 0.11% | 161 |
|
|
2024
Q1 | $180K | Buy |
3,666
+271
| +8% | +$13.3K | 0.13% | 150 |
|
|
2023
Q4 | $160K | Buy |
+3,395
| New | +$160K | 0.14% | 144 |
|