Shelton Wealth Management’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 | $835K | Buy |
14,782
+842
| +6% | +$47.6K | 0.4% | 82 |
|
|
2025
Q1 | $782K | Buy |
13,940
+170
| +1% | +$9.53K | 0.43% | 78 |
|
|
2024
Q4 | $742K | Buy |
13,770
+2,034
| +17% | +$110K | 0.38% | 84 |
|
|
2024
Q3 | $678K | Buy |
11,736
+4,102
| +54% | +$237K | 0.37% | 82 |
|
|
2024
Q2 | $374K | Buy |
+7,634
| New | +$374K | 0.21% | 97 |
|