Sard Wealth Management Group’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 | $423K | Hold |
7,490
| – | – | 0.26% | 32 |
|
|
2025
Q1 | $420K | Hold |
7,490
| – | – | 0.28% | 28 |
|
|
2024
Q4 | $403K | Hold |
7,490
| – | – | 0.27% | 29 |
|
|
2024
Q3 | $433K | Hold |
7,490
| – | – | 0.29% | 28 |
|
|
2024
Q2 | $367K | Hold |
7,490
| – | – | 0.26% | 31 |
|
|
2024
Q1 | $368K | Buy |
7,490
+13
| +0.2% | +$639 | 0.33% | 29 |
|
|
2023
Q4 | $351K | Buy |
+7,477
| New | +$351K | 0.35% | 28 |
|