APG
Abacus Planning Group’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
6,574
-301
| -4% | -$17K | 0.06% | 161 |
|
|
2025
Q1 | $385K | Buy |
6,875
+262
| +4% | +$14.7K | 0.07% | 144 |
|
|
2024
Q4 | $356K | Sell |
6,613
-96
| -1% | -$5.17K | 0.06% | 145 |
|
|
2024
Q3 | $388K | Buy |
6,709
+302
| +5% | +$17.5K | 0.07% | 136 |
|
|
2024
Q2 | $314K | Buy |
6,407
+1,633
| +34% | +$80K | 0.06% | 145 |
|
|
2024
Q1 | $235K | Sell |
4,774
-626
| -12% | -$30.8K | 0.05% | 180 |
|
|
2023
Q4 | $254K | Sell |
5,400
-9
| -0.2% | -$423 | 0.05% | 163 |
|
|
2023
Q3 | $242K | Buy |
5,409
+28
| +0.5% | +$1.25K | 0.06% | 154 |
|
|
2023
Q2 | $279K | Sell |
5,381
-162
| -3% | -$8.39K | 0.07% | 146 |
|
|
2023
Q1 | $310K | Sell |
5,543
-16
| -0.3% | -$895 | 0.08% | 132 |
|
|
2022
Q4 | $341K | Sell |
5,559
-240
| -4% | -$14.7K | 0.09% | 126 |
|
|
2022
Q3 | $401K | Sell |
5,799
-5,614
| -49% | -$388K | 0.12% | 108 |
|
|
2022
Q2 | $911K | Sell |
11,413
-59
| -0.5% | -$4.71K | 0.27% | 62 |
|
|
2022
Q1 | $975K | Sell |
11,472
-257
| -2% | -$21.8K | 0.26% | 70 |
|
|
2021
Q4 | $921K | Buy |
11,729
+5,652
| +93% | +$444K | 0.25% | 80 |
|
|
2021
Q3 | $444K | Sell |
6,077
-155
| -2% | -$11.3K | 0.14% | 106 |
|
|
2021
Q2 | $459K | Sell |
6,232
-400
| -6% | -$29.5K | 0.14% | 106 |
|
|
2021
Q1 | $504K | Buy |
6,632
+9
| +0.1% | +$684 | 0.16% | 96 |
|
|
2020
Q4 | $498K | Sell |
6,623
-364
| -5% | -$27.4K | 0.15% | 96 |
|
|
2020
Q3 | $552K | Buy |
6,987
+385
| +6% | +$30.4K | 0.2% | 85 |
|
|
2020
Q2 | $536K | Buy |
6,602
+11
| +0.2% | +$893 | 0.22% | 80 |
|
|
2020
Q1 | $476K | Buy |
6,591
+15
| +0.2% | +$1.08K | 0.23% | 77 |
|
|
2019
Q4 | $545K | Sell |
6,576
-65
| -1% | -$5.39K | 0.25% | 80 |
|
|
2019
Q3 | $538K | Sell |
6,641
-854
| -11% | -$69.2K | 0.27% | 80 |
|
|
2019
Q2 | $580K | Buy |
7,495
+115
| +2% | +$8.9K | 0.35% | 69 |
|
|
2019
Q1 | $566K | Buy |
+7,380
| New | +$566K | 0.35% | 70 |
|