United Advisor Group’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 | $340K | Buy |
6,012
+355
| +6% | +$20.1K | 0.06% | 295 |
|
|
2025
Q1 | $317K | Sell |
5,657
-3,140
| -36% | -$176K | 0.07% | 267 |
|
|
2024
Q4 | $474K | Sell |
8,797
-1,158
| -12% | -$62.4K | 0.09% | 202 |
|
|
2024
Q3 | $575K | Buy |
9,955
+4,644
| +87% | +$268K | 0.13% | 164 |
|
|
2024
Q2 | $260K | Buy |
+5,311
| New | +$260K | 0.08% | 221 |
|