Sagespring Wealth Partners’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
$808K Buy
14,297
+3,326
+30% +$188K 0.02% 328
2025
Q1
$615K Buy
10,971
+1,293
+13% +$72.5K 0.02% 341
2024
Q4
$521K Buy
+9,678
New +$521K 0.01% 341