Sanctuary Advisors’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$9.8M Buy
175,602
+9,797
+6% +$547K 0.06% 314
2024
Q3
$9.64M Buy
165,805
+15,284
+10% +$889K 0.06% 319
2024
Q2
$7.59M Buy
+150,521
New +$7.59M 0.06% 339