Stiles 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
Q1 | – | Sell |
-3,816
| Closed | -$206K | – | 173 |
|
|
2024
Q4 | $206K | Sell |
3,816
-60
| -2% | -$3.23K | 0.07% | 178 |
|
|
2024
Q3 | $224K | Buy |
+3,876
| New | +$224K | 0.08% | 171 |
|
|
2023
Q4 | – | Sell |
-4,551
| Closed | -$203K | – | 172 |
|
|
2023
Q3 | $203K | Buy |
4,551
+57
| +1% | +$2.55K | 0.11% | 167 |
|
|
2023
Q2 | $233K | Buy |
4,494
+49
| +1% | +$2.54K | 0.12% | 166 |
|
|
2023
Q1 | $249K | Sell |
4,445
-255
| -5% | -$14.3K | 0.13% | 155 |
|
|
2022
Q4 | $288K | Buy |
4,700
+43
| +0.9% | +$2.64K | 0.16% | 136 |
|
|
2022
Q3 | $322K | Buy |
4,657
+31
| +0.7% | +$2.14K | 0.2% | 122 |
|
|
2022
Q2 | $369K | Sell |
4,626
-266
| -5% | -$21.2K | 0.22% | 114 |
|
|
2022
Q1 | $416K | Buy |
4,892
+31
| +0.6% | +$2.64K | 0.21% | 115 |
|
|
2021
Q4 | $382K | Buy |
+4,861
| New | +$382K | 0.18% | 123 |
|