Westover Capital 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 | $209K | Hold |
3,700
| – | – | 0.04% | 219 |
|
|
2025
Q1 | $207K | Buy |
+3,700
| New | +$207K | 0.05% | 228 |
|
|
2024
Q4 | – | Sell |
-3,700
| Closed | -$214K | – | 244 |
|
|
2024
Q3 | $214K | Buy |
+3,700
| New | +$214K | 0.04% | 234 |
|
|
2021
Q1 | – | Sell |
-21,385
| Closed | -$1.61M | – | 167 |
|
|
2020
Q4 | $1.61M | Sell |
21,385
-1,748
| -8% | -$131K | 0.58% | 48 |
|
|
2020
Q3 | $1.83M | Sell |
23,133
-20,743
| -47% | -$1.64M | 0.75% | 40 |
|
|
2020
Q2 | $3.56M | Buy |
+43,876
| New | +$3.56M | 1.67% | 23 |
|
|
2020
Q1 | – | Sell |
-32,951
| Closed | -$2.73M | – | 118 |
|
|
2019
Q4 | $2.73M | Buy |
+32,951
| New | +$2.73M | 1.22% | 25 |
|