Stone House Investment 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 | $1.13K | Hold |
20
| – | – | ﹤0.01% | 445 |
|
|
2025
Q1 | $1.12K | Buy |
+20
| New | +$1.12K | ﹤0.01% | 407 |
|
|
2024
Q4 | – | Sell |
-20
| Closed | -$1.16K | – | 129 |
|
|
2024
Q3 | $1.16K | Hold |
20
| – | – | ﹤0.01% | 351 |
|
|
2024
Q2 | $980 | Buy |
+20
| New | +$980 | ﹤0.01% | 359 |
|
|
2019
Q2 | – | Sell |
-659
| Closed | -$51K | – | 65 |
|
|
2019
Q1 | $51K | Buy |
+659
| New | +$51K | 0.03% | 91 |
|