Texas Capital Bank Wealth Management Services’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,965	Closed	-$515K	–	206
2023 Q4	$515K	Sell	10,965 -8,227	-43%	-$387K	0.06%	112
2023 Q3	$857K	Buy	+19,192	New	+$857K	0.11%	88