Searle & Co’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 | $223K | Hold |
3,937
| – | – | 0.06% | 168 |
|
|
2025
Q1 | $221K | Hold |
3,937
| – | – | 0.06% | 165 |
|
|
2024
Q4 | $212K | Buy |
+3,937
| New | +$212K | 0.06% | 165 |
|
|
2024
Q3 | – | Sell |
-8,611
| Closed | -$422K | – | 176 |
|
|
2024
Q2 | $422K | Buy |
8,611
+1,574
| +22% | +$77.1K | 0.1% | 120 |
|
|
2024
Q1 | $346K | Hold |
7,037
| – | – | 0.09% | 119 |
|
|
2023
Q4 | $331K | Buy |
+7,037
| New | +$331K | 0.09% | 121 |
|