Union Savings Bank’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 | $114K | Hold |
1,945
| – | – | 0.05% | 166 |
|
|
2025
Q1 | $109K | Hold |
1,945
| – | – | 0.05% | 168 |
|
|
2024
Q4 | $105K | Hold |
1,945
| – | – | 0.05% | 167 |
|
|
2024
Q3 | $112K | Buy |
1,945
+175
| +10% | +$10.1K | 0.06% | 172 |
|
|
2024
Q2 | $86.7K | Hold |
1,770
| – | – | 0.05% | 188 |
|
|
2024
Q1 | $87K | Sell |
1,770
-300
| -14% | -$14.8K | 0.05% | 187 |
|
|
2023
Q4 | $97.3K | Hold |
2,070
| – | – | 0.06% | 175 |
|
|
2023
Q3 | $92.4K | Hold |
2,070
| – | – | 0.06% | 173 |
|
|
2023
Q2 | $111K | Buy |
+2,070
| New | +$111K | 0.07% | 164 |
|