San Luis Wealth Advisors’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 | $693K | Buy |
12,267
+416
| +4% | +$23.5K | 0.15% | 78 |
|
|
2025
Q1 | $664K | Sell |
11,851
-2,793
| -19% | -$156K | 0.15% | 70 |
|
|
2024
Q4 | $789K | Buy |
14,644
+2,206
| +18% | +$119K | 0.15% | 73 |
|
|
2024
Q3 | $719K | Buy |
12,438
+6,629
| +114% | +$383K | 0.15% | 69 |
|
|
2024
Q2 | $285K | Buy |
+5,809
| New | +$285K | 0.07% | 103 |
|
|
2022
Q2 | – | Sell |
-69
| Closed | -$5K | – | 156 |
|
|
2022
Q1 | $5K | Buy |
+69
| New | +$5K | ﹤0.01% | 397 |
|