TrueMark Investments’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	$4.88M	Buy	86,280 +5,874	+7%	+$332K	1.05%	35
2025 Q1	$4.51M	Buy	80,406 +8,765	+12%	+$491K	1.18%	33
2024 Q4	$3.86M	Buy	71,641 +6,050	+9%	+$326K	1.23%	34
2024 Q3	$3.79M	Buy	+65,591	New	+$3.79M	1.22%	29