Sandbox Financial Partners’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$219K Sell
2025
Q2
$206K Sell
2025
Q1
$205K Buy
2024
Q4
Sell
2024
Q3
$202K Buy
2023
Q2
Sell
2023
Q1
$236K Buy
2022
Q4
$259K Sell
2022
Q3
$334K Sell
2022
Q2
$388K Buy
2022
Q1
$411K Sell
2021
Q4
$394K Buy
2021
Q3
$365K Buy
2021
Q2
$366K Buy
2021
Q1
$379K Buy
2020
Q4
$346K Buy