West Financial Advisors’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 | $18.4K | Hold |
326
| – | – | ﹤0.01% | 137 |
|
|
2025
Q1 | $18.3K | Hold |
326
| – | – | ﹤0.01% | 134 |
|
|
2024
Q4 | $17.6K | Hold |
326
| – | – | ﹤0.01% | 135 |
|
|
2024
Q3 | $18.8K | Hold |
326
| – | – | ﹤0.01% | 130 |
|
|
2024
Q2 | $16K | Hold |
326
| – | – | ﹤0.01% | 112 |
|
|
2024
Q1 | $16K | Hold |
326
| – | – | ﹤0.01% | 113 |
|
|
2023
Q4 | $15.3K | Hold |
326
| – | – | ﹤0.01% | 115 |
|
|
2023
Q3 | $14.6K | Hold |
326
| – | – | ﹤0.01% | 121 |
|
|
2023
Q2 | $16.9K | Buy |
+326
| New | +$16.9K | ﹤0.01% | 116 |
|