Rise Advisors’s Dominion Energy D Stock Holding History

Rise Advisors’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$33.7K	Buy
2025 Q2	$30.4K	Buy
2025 Q1	$29.8K	Sell
2024 Q4	$34.1K	Buy
2024 Q3	$36.2K	Sell
2024 Q2	$31.8K	Buy
2024 Q1	$30K	Buy
2022 Q4	–	Sell
2022 Q3	$66K	Buy