WBI 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 | $728K | Sell |
12,882
-37,930
| -75% | -$2.14M | 0.19% | 164 |
|
|
2025
Q1 | $2.85M | Sell |
50,812
-1,810
| -3% | -$101K | 0.75% | 29 |
|
|
2024
Q4 | $2.83M | Sell |
52,622
-5,882
| -10% | -$317K | 0.71% | 34 |
|
|
2024
Q3 | $3.38M | Buy |
58,504
+52
| +0.1% | +$3.01K | 0.81% | 22 |
|
|
2024
Q2 | $2.86M | Buy |
+58,452
| New | +$2.86M | 0.69% | 41 |
|