Romano Brothers & Co’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 | – | Sell |
-5,432
| Closed | -$305K | – | 310 |
|
|
2025
Q1 | $305K | Sell |
5,432
-1,500
| -22% | -$84.1K | 0.04% | 265 |
|
|
2024
Q4 | $373K | Hold |
6,932
| – | – | 0.05% | 238 |
|
|
2024
Q3 | $401K | Buy |
+6,932
| New | +$401K | 0.05% | 233 |
|
|
2024
Q2 | – | Sell |
-7,232
| Closed | -$356K | – | 304 |
|
|
2024
Q1 | $356K | Buy |
7,232
+1,200
| +20% | +$59K | 0.05% | 241 |
|
|
2023
Q4 | $284K | Sell |
6,032
-18
| -0.3% | -$847 | 0.04% | 258 |
|
|
2023
Q3 | $270K | Sell |
6,050
-1,225
| -17% | -$54.6K | 0.04% | 265 |
|
|
2023
Q2 | $377K | Buy |
7,275
+1,200
| +20% | +$62.2K | 0.06% | 242 |
|
|
2023
Q1 | $323K | Hold |
6,075
| – | – | 0.05% | 249 |
|
|
2022
Q4 | $373K | Sell |
6,075
-1,875
| -24% | -$115K | 0.06% | 232 |
|
|
2022
Q3 | $538K | Buy |
+7,950
| New | +$538K | 0.09% | 190 |
|