Trifecta Capital Advisors’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 | $58K | Buy |
1,026
+26
| +3% | +$1.47K | 0.01% | 170 |
|
|
2025
Q1 | $56.1K | Hold |
1,000
| – | – | 0.01% | 136 |
|
|
2024
Q4 | $53.9K | Hold |
1,000
| – | – | 0.01% | 134 |
|
|
2024
Q3 | $57.8K | Hold |
1,000
| – | – | 0.01% | 132 |
|
|
2024
Q2 | $49K | Hold |
1,000
| – | – | 0.01% | 144 |
|
|
2024
Q1 | $49.2K | Hold |
1,000
| – | – | 0.01% | 140 |
|
|
2023
Q4 | $47K | Sell |
1,000
-34
| -3% | -$1.6K | 0.01% | 137 |
|
|
2023
Q3 | $46.2K | Buy |
1,034
+34
| +3% | +$1.52K | 0.01% | 140 |
|
|
2023
Q2 | $51.8K | Hold |
1,000
| – | – | 0.02% | 140 |
|
|
2023
Q1 | $55.9K | Sell |
1,000
-20
| -2% | -$1.12K | 0.02% | 136 |
|
|
2022
Q4 | $62.5K | Buy |
+1,020
| New | +$62.5K | 0.02% | 119 |
|