Stamos Capital Partners’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 | $2.63M | Buy |
46,499
+7,967
| +21% | +$450K | 0.47% | 64 |
|
|
2025
Q1 | $2.16M | Sell |
38,532
-3,538
| -8% | -$198K | 0.57% | 58 |
|
|
2024
Q4 | $2.27M | Buy |
42,070
+6,350
| +18% | +$342K | 0.53% | 53 |
|
|
2024
Q3 | $2.06M | Sell |
35,720
-19,750
| -36% | -$1.14M | 0.49% | 62 |
|
|
2024
Q2 | $2.72M | Buy |
+55,470
| New | +$2.72M | 0.58% | 43 |
|