Widmann Financial Services’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 |
3,691
| – | – | 0.15% | 105 |
|
|
2025
Q1 | $207K | Buy |
+3,691
| New | +$207K | 0.16% | 99 |
|
|
2024
Q4 | – | Sell |
-3,691
| Closed | -$213K | – | 103 |
|
|
2024
Q3 | $213K | Sell |
3,691
-89
| -2% | -$5.14K | 0.16% | 96 |
|
|
2024
Q2 | $185K | Buy |
+3,780
| New | +$185K | 0.15% | 98 |
|
|
2023
Q1 | – | Sell |
-3,382
| Closed | -$207K | – | 81 |
|
|
2022
Q4 | $207K | Sell |
3,382
-7,689
| -69% | -$471K | 0.22% | 77 |
|
|
2022
Q3 | $765K | Sell |
11,071
-292
| -3% | -$20.2K | 0.85% | 41 |
|
|
2022
Q2 | $906K | Sell |
11,363
-100
| -0.9% | -$7.97K | 0.94% | 37 |
|
|
2022
Q1 | $974K | Buy |
11,463
+7,889
| +221% | +$670K | 0.86% | 41 |
|
|
2021
Q4 | $280K | Buy |
+3,574
| New | +$280K | 0.23% | 70 |
|