Second Half Financial Partners’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	$253K	Sell	4,482 -24	-0.5%	-$1.36K	0.12%	76
2025 Q1	$253K	Sell	4,506 -64	-1%	-$3.59K	0.13%	71
2024 Q4	$246K	Buy	4,570 +64	+1%	+$3.45K	0.12%	79
2024 Q3	$260K	Buy	+4,506	New	+$260K	0.14%	81