Vista Investment Partners’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 | $658K | Sell |
11,642
-62
| -0.5% | -$3.5K | 0.19% | 93 |
|
|
2025
Q1 | $656K | Sell |
11,704
-1,426
| -11% | -$80K | 0.2% | 96 |
|
|
2024
Q4 | $707K | Sell |
13,130
-90
| -0.7% | -$4.85K | 0.22% | 93 |
|
|
2024
Q3 | $764K | Sell |
13,220
-55
| -0.4% | -$3.18K | 0.24% | 85 |
|
|
2024
Q2 | $650K | Buy |
+13,275
| New | +$650K | 0.22% | 95 |
|