Sharp Financial Services’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 | $598K | Sell |
10,579
-575
| -5% | -$32.5K | 0.39% | 36 |
|
|
2025
Q1 | $625K | Buy |
11,154
+604
| +6% | +$33.9K | 0.48% | 31 |
|
|
2024
Q4 | $568K | Buy |
10,550
+2,450
| +30% | +$132K | 0.43% | 36 |
|
|
2024
Q3 | $468K | Sell |
8,100
-450
| -5% | -$26K | 0.36% | 48 |
|
|
2024
Q2 | $419K | Buy |
+8,550
| New | +$419K | 0.36% | 51 |
|