Sage Mountain Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
+5,100
| New | +$288K | 0.02% | 335 |
|
|
2025
Q1 | – | Sell |
-4,630
| Closed | -$249K | – | 498 |
|
|
2024
Q4 | $249K | Sell |
4,630
-31
| -0.7% | -$1.67K | 0.02% | 335 |
|
|
2024
Q3 | $269K | Buy |
4,661
+136
| +3% | +$7.86K | 0.02% | 306 |
|
|
2024
Q2 | $222K | Buy |
+4,525
| New | +$222K | 0.02% | 317 |
|