SFMG Wealth Advisors’s Dominion Energy D Stock Holding History

SFMG Wealth Advisors’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$302K	Sell
2025 Q1	$301K	Buy
2024 Q4	$288K	Sell
2024 Q3	$312K	Hold
2024 Q2	$265K	Hold
2024 Q1	$266K	Buy
2022 Q3	–	Sell
2022 Q2	$218K	Sell
2022 Q1	$248K	Sell
2021 Q4	$233K	Buy