Wealth Advisors of Tampa Bay’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	–	Sell	-2,900	Closed	-$163K	–	104
2025 Q1	$163K	Buy	+2,900	New	+$163K	0.07%	91
2023 Q4	–	Sell	-5,800	Closed	-$259K	–	84
2023 Q3	$259K	Buy	+5,800	New	+$259K	0.07%	89