Slocum, Gordon & Co’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 | $50.6K | Hold |
895
| – | – | 0.04% | 86 |
|
|
2025
Q1 | $50.2K | Hold |
895
| – | – | 0.04% | 80 |
|
|
2024
Q4 | $48.2K | Sell |
895
-39,937
| -98% | -$2.15M | 0.04% | 84 |
|
|
2024
Q3 | $2.36M | Buy |
40,832
+3,005
| +8% | +$174K | 0.95% | 22 |
|
|
2024
Q2 | $1.85M | Buy |
37,827
+10
| +0% | +$490 | 1.38% | 22 |
|
|
2024
Q1 | $1.86M | Sell |
37,817
-655
| -2% | -$32.2K | 1.38% | 22 |
|
|
2023
Q4 | $1.81M | Buy |
38,472
+551
| +1% | +$25.9K | 1.59% | 19 |
|
|
2023
Q3 | $1.69M | Sell |
37,921
-1,110
| -3% | -$49.6K | 1.48% | 20 |
|
|
2023
Q2 | $2.02M | Sell |
39,031
-785
| -2% | -$40.7K | 1.47% | 19 |
|
|
2023
Q1 | $2.23M | Sell |
39,816
-16,545
| -29% | -$925K | 1.85% | 17 |
|
|
2022
Q4 | $3.46M | Buy |
+56,361
| New | +$3.46M | 2.23% | 16 |
|