44 Wealth 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 | $1.03M | Buy |
18,286
+7,298
| +66% | +$412K | 0.37% | 93 |
|
|
2025
Q1 | $616K | Buy |
10,988
+96
| +0.9% | +$5.38K | 0.23% | 120 |
|
|
2024
Q4 | $587K | Sell |
10,892
-616
| -5% | -$33.2K | 0.23% | 118 |
|
|
2024
Q3 | $701K | Buy |
+11,508
| New | +$701K | 0.25% | 111 |
|
|
2023
Q2 | – | Sell |
-3,808
| Closed | -$213K | – | 172 |
|
|
2023
Q1 | $213K | Sell |
3,808
-105,497
| -97% | -$5.9M | 0.07% | 169 |
|
|
2022
Q4 | $6.7M | Buy |
109,305
+105,497
| +2,770% | +$6.47M | 2.32% | 5 |
|
|
2022
Q3 | $263K | Hold |
3,808
| – | – | 0.11% | 143 |
|
|
2022
Q2 | $304K | Sell |
3,808
-306
| -7% | -$24.4K | 0.12% | 136 |
|
|
2022
Q1 | $350K | Sell |
4,114
-78,581
| -95% | -$6.69M | 0.13% | 133 |
|
|
2021
Q4 | $6.5M | Buy |
82,695
+78,887
| +2,072% | +$6.2M | 2.25% | 7 |
|
|
2021
Q3 | $278K | Hold |
3,808
| – | – | 0.11% | 138 |
|
|
2021
Q2 | $280K | Sell |
3,808
-71
| -2% | -$5.22K | 0.11% | 147 |
|
|
2021
Q1 | $295K | Sell |
3,879
-207
| -5% | -$15.7K | 0.12% | 134 |
|
|
2020
Q4 | $307K | Buy |
+4,086
| New | +$307K | 0.14% | 119 |
|