Rise 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 | $30.4K | Buy |
537
+6
| +1% | +$339 | 0.01% | 343 |
|
|
2025
Q1 | $29.8K | Sell |
531
-103
| -16% | -$5.78K | 0.01% | 328 |
|
|
2024
Q4 | $34.1K | Buy |
634
+8
| +1% | +$431 | 0.02% | 339 |
|
|
2024
Q3 | $36.2K | Sell |
626
-23
| -4% | -$1.33K | 0.02% | 325 |
|
|
2024
Q2 | $31.8K | Buy |
649
+39
| +6% | +$1.91K | 0.02% | 349 |
|
|
2024
Q1 | $30K | Buy |
+610
| New | +$30K | 0.02% | 383 |
|
|
2022
Q4 | – | Sell |
-958
| Closed | -$66K | – | 770 |
|
|
2022
Q3 | $66K | Buy |
+958
| New | +$66K | 0.05% | 126 |
|