Westside Investment Management’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 | $27K | Buy |
469
+259
| +123% | +$14.9K | 0.01% | 587 |
|
|
2025
Q1 | $11.8K | Hold |
210
| – | – | ﹤0.01% | 661 |
|
|
2024
Q4 | $11.3K | Hold |
210
| – | – | ﹤0.01% | 665 |
|
|
2024
Q3 | $11.6K | Hold |
210
| – | – | ﹤0.01% | 654 |
|
|
2024
Q2 | $10.3K | Hold |
210
| – | – | ﹤0.01% | 652 |
|
|
2024
Q1 | $10.3K | Hold |
210
| – | – | ﹤0.01% | 622 |
|
|
2023
Q4 | $9.87K | Hold |
210
| – | – | ﹤0.01% | 589 |
|
|
2023
Q3 | $9.38K | Hold |
210
| – | – | ﹤0.01% | 594 |
|
|
2023
Q2 | $11K | Hold |
210
| – | – | ﹤0.01% | 569 |
|
|
2023
Q1 | $11.7K | Hold |
210
| – | – | ﹤0.01% | 555 |
|
|
2022
Q4 | $13.2K | Hold |
210
| – | – | 0.03% | 183 |
|
|
2022
Q3 | $14.5K | Hold |
210
| – | – | 0.03% | 187 |
|
|
2022
Q2 | $18.1K | Hold |
210
| – | – | 0.04% | 168 |
|
|
2022
Q1 | $18.1K | Hold |
210
| – | – | 0.04% | 171 |
|
|
2021
Q4 | $15.2K | Hold |
210
| – | – | 0.03% | 169 |
|
|
2021
Q3 | $15.2K | Hold |
210
| – | – | 0.04% | 169 |
|
|
2021
Q2 | $15.4K | Hold |
210
| – | – | 0.04% | 170 |
|
|
2021
Q1 | $16K | Buy |
+210
| New | +$16K | 0.04% | 160 |
|
|
2018
Q4 | $3.57K | Hold |
50
| – | – | ﹤0.01% | 586 |
|
|
2018
Q3 | $3.5K | Hold |
50
| – | – | ﹤0.01% | 632 |
|
|
2018
Q2 | $3.42K | Hold |
50
| – | – | ﹤0.01% | 723 |
|
|
2018
Q1 | $3.35K | Hold |
50
| – | – | ﹤0.01% | 712 |
|
|
2017
Q4 | $3.9K | Buy |
+50
| New | +$3.9K | ﹤0.01% | 717 |
|