Synergy 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
Q1 | – | Sell |
-373
| Closed | -$21.6K | – | 226 |
|
|
2024
Q4 | $21.6K | Buy |
+373
| New | +$21.6K | ﹤0.01% | 356 |
|
|
2023
Q2 | – | Sell |
-56,429
| Closed | -$3.15M | – | 97 |
|
|
2023
Q1 | $3.15M | Buy |
56,429
+5,526
| +11% | +$309K | 0.76% | 35 |
|
|
2022
Q4 | $3.12M | Buy |
+50,903
| New | +$3.12M | 0.8% | 38 |
|
|
2022
Q3 | – | Sell |
-31,560
| Closed | -$2.52M | – | 115 |
|
|
2022
Q2 | $2.52M | Sell |
31,560
-3,523
| -10% | -$281K | 0.67% | 40 |
|
|
2022
Q1 | $2.98M | Sell |
35,083
-15,526
| -31% | -$1.32M | 0.72% | 40 |
|
|
2021
Q4 | $3.98M | Buy |
50,609
+16,470
| +48% | +$1.29M | 0.95% | 37 |
|
|
2021
Q3 | $2.49M | Buy |
+34,139
| New | +$2.49M | 0.58% | 45 |
|