Acima Private Wealth’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 | $12K | Buy |
+213
| New | +$12K | ﹤0.01% | 167 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$22.3K | – | 243 |
|
|
2023
Q3 | $22.3K | Sell |
500
-676
| -57% | -$30.2K | 0.01% | 180 |
|
|
2023
Q2 | $60.9K | Hold |
1,176
| – | – | 0.03% | 165 |
|
|
2023
Q1 | $65.8K | Hold |
1,176
| – | – | 0.03% | 161 |
|
|
2022
Q4 | $72.1K | Hold |
1,176
| – | – | 0.04% | 148 |
|
|
2022
Q3 | $81.3K | Hold |
1,176
| – | – | 0.04% | 142 |
|
|
2022
Q2 | $93.9K | Hold |
1,176
| – | – | 0.05% | 143 |
|
|
2022
Q1 | $100K | Hold |
1,176
| – | – | 0.05% | 148 |
|
|
2021
Q4 | $92K | Hold |
1,176
| – | – | 0.04% | 152 |
|
|
2021
Q3 | $86K | Hold |
1,176
| – | – | 0.04% | 148 |
|
|
2021
Q2 | $87K | Hold |
1,176
| – | – | 0.04% | 146 |
|
|
2021
Q1 | $89K | Buy |
1,176
+500
| +74% | +$37.8K | 0.04% | 146 |
|
|
2020
Q4 | $51K | Hold |
676
| – | – | 0.03% | 157 |
|
|
2020
Q3 | $53K | Hold |
676
| – | – | 0.03% | 148 |
|
|
2020
Q2 | $55K | Hold |
676
| – | – | 0.04% | 158 |
|
|
2020
Q1 | $49K | Sell |
676
-474
| -41% | -$34.4K | 0.04% | 161 |
|
|
2019
Q4 | $95K | Buy |
1,150
+474
| +70% | +$39.2K | 0.07% | 164 |
|
|
2019
Q3 | $54K | Hold |
676
| – | – | 0.04% | 188 |
|
|
2019
Q2 | $52K | Hold |
676
| – | – | 0.04% | 175 |
|
|
2019
Q1 | $52K | Hold |
676
| – | – | 0.04% | 168 |
|
|
2018
Q4 | $48K | Buy |
+676
| New | +$48K | 0.05% | 163 |
|