SFP
Sandbox Financial Partners’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
3,646
-10
| -0.3% | -$565 | 0.07% | 118 |
|
|
2025
Q1 | $205K | Buy |
+3,656
| New | +$205K | 0.07% | 104 |
|
|
2024
Q4 | – | Sell |
-3,501
| Closed | -$202K | – | 109 |
|
|
2024
Q3 | $202K | Buy |
+3,501
| New | +$202K | 0.07% | 105 |
|
|
2023
Q2 | – | Sell |
-4,220
| Closed | -$236K | – | 96 |
|
|
2023
Q1 | $236K | Buy |
4,220
+3
| +0.1% | +$168 | 0.14% | 79 |
|
|
2022
Q4 | $259K | Sell |
4,217
-618
| -13% | -$37.9K | 0.18% | 64 |
|
|
2022
Q3 | $334K | Sell |
4,835
-29
| -0.6% | -$2K | 0.24% | 52 |
|
|
2022
Q2 | $388K | Buy |
4,864
+25
| +0.5% | +$1.99K | 0.28% | 52 |
|
|
2022
Q1 | $411K | Sell |
4,839
-177
| -4% | -$15K | 0.23% | 49 |
|
|
2021
Q4 | $394K | Buy |
5,016
+16
| +0.3% | +$1.26K | 0.25% | 49 |
|
|
2021
Q3 | $365K | Buy |
5,000
+22
| +0.4% | +$1.61K | 0.26% | 54 |
|
|
2021
Q2 | $366K | Buy |
4,978
+22
| +0.4% | +$1.62K | 0.27% | 49 |
|
|
2021
Q1 | $379K | Buy |
4,956
+351
| +8% | +$26.8K | 0.31% | 43 |
|
|
2020
Q4 | $346K | Buy |
+4,605
| New | +$346K | 0.32% | 44 |
|