SWA
SFMG Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
5,350
-13
| -0.2% | -$735 | 0.02% | 210 |
|
|
2025
Q1 | $301K | Buy |
5,363
+15
| +0.3% | +$841 | 0.02% | 200 |
|
|
2024
Q4 | $288K | Sell |
5,348
-57
| -1% | -$3.07K | 0.02% | 203 |
|
|
2024
Q3 | $312K | Hold |
5,405
| – | – | 0.03% | 197 |
|
|
2024
Q2 | $265K | Hold |
5,405
| – | – | 0.02% | 209 |
|
|
2024
Q1 | $266K | Buy |
+5,405
| New | +$266K | 0.02% | 211 |
|
|
2022
Q3 | – | Sell |
-2,736
| Closed | -$218K | – | 257 |
|
|
2022
Q2 | $218K | Sell |
2,736
-186
| -6% | -$14.8K | 0.03% | 219 |
|
|
2022
Q1 | $248K | Sell |
2,922
-48
| -2% | -$4.07K | 0.02% | 229 |
|
|
2021
Q4 | $233K | Buy |
+2,970
| New | +$233K | 0.02% | 247 |
|