Rollins Financial’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,994
| Closed | -$207K | – | 106 |
|
|
2023
Q2 | $207K | Hold |
3,994
| – | – | 0.06% | 101 |
|
|
2023
Q1 | $223K | Sell |
3,994
-525
| -12% | -$29.4K | 0.07% | 106 |
|
|
2022
Q4 | $277K | Sell |
4,519
-1,210
| -21% | -$74.2K | 0.11% | 96 |
|
|
2022
Q3 | $396K | Sell |
5,729
-525
| -8% | -$36.3K | 0.15% | 63 |
|
|
2022
Q2 | $499K | Buy |
6,254
+1,025
| +20% | +$81.8K | 0.18% | 60 |
|
|
2022
Q1 | $444K | Buy |
5,229
+735
| +16% | +$62.4K | 0.13% | 74 |
|
|
2021
Q4 | $353K | Buy |
+4,494
| New | +$353K | 0.1% | 79 |
|
|
2021
Q2 | $331K | Buy |
+4,494
| New | +$331K | 0.12% | 78 |
|