Smartleaf Asset 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
$326K Sell
5,835
-640
-10% -$35.8K 0.03% 463
2025
Q1
$356K Buy
6,475
+79
+1% +$4.35K 0.03% 434
2024
Q4
$345K Buy
6,396
+1,241
+24% +$66.9K 0.04% 410
2024
Q3
$295K Buy
5,155
+2,051
+66% +$117K 0.04% 389
2024
Q2
$154K Buy
3,104
+735
+31% +$36.5K 0.03% 451
2024
Q1
$115K Buy
2,369
+1,800
+316% +$87.3K 0.02% 484
2023
Q4
$23.8K Buy
+569
New +$23.8K 0.01% 650