AFAS
Acorn Financial Advisory Services’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Sell |
13,737
-181
| -1% | -$10.2K | 0.13% | 80 |
|
|
2025
Q1 | $780K | Sell |
13,918
-1,137
| -8% | -$63.8K | 0.14% | 78 |
|
|
2024
Q4 | $811K | Buy |
15,055
+389
| +3% | +$21K | 0.13% | 81 |
|
|
2024
Q3 | $848K | Sell |
14,666
-20
| -0.1% | -$1.16K | 0.15% | 73 |
|
|
2024
Q2 | $720K | Buy |
14,686
+64
| +0.4% | +$3.14K | 0.13% | 79 |
|
|
2024
Q1 | $719K | Sell |
14,622
-1,783
| -11% | -$87.7K | 0.14% | 82 |
|
|
2023
Q4 | $774K | Sell |
16,405
-568
| -3% | -$26.8K | 0.14% | 107 |
|
|
2023
Q3 | $752K | Sell |
16,973
-3,159
| -16% | -$140K | 0.13% | 109 |
|
|
2023
Q2 | $1.04M | Buy |
20,132
+1,062
| +6% | +$55K | 0.19% | 80 |
|
|
2023
Q1 | $1.07M | Buy |
19,070
+160
| +0.8% | +$8.95K | 0.21% | 71 |
|
|
2022
Q4 | $1.16M | Buy |
18,910
+178
| +1% | +$10.9K | 0.25% | 60 |
|
|
2022
Q3 | $1.29M | Sell |
18,732
-1,646
| -8% | -$114K | 0.31% | 49 |
|
|
2022
Q2 | $1.63M | Buy |
20,378
+380
| +2% | +$30.3K | 0.39% | 38 |
|
|
2022
Q1 | $1.7M | Buy |
19,998
+27
| +0.1% | +$2.29K | 0.34% | 45 |
|
|
2021
Q4 | $1.57M | Sell |
19,971
-400
| -2% | -$31.5K | 0.31% | 54 |
|
|
2021
Q3 | $1.49M | Buy |
20,371
+1,613
| +9% | +$118K | 0.46% | 57 |
|
|
2021
Q2 | $1.38M | Sell |
18,758
-265
| -1% | -$19.6K | 0.41% | 69 |
|
|
2021
Q1 | $1.45M | Sell |
19,023
-215
| -1% | -$16.4K | 0.53% | 51 |
|
|
2020
Q4 | $1.45M | Buy |
19,238
+412
| +2% | +$31K | 0.57% | 44 |
|
|
2020
Q3 | $1.49M | Buy |
18,826
+132
| +0.7% | +$10.4K | 0.78% | 26 |
|
|
2020
Q2 | $1.52M | Buy |
18,694
+13,701
| +274% | +$1.11M | 1.06% | 13 |
|
|
2020
Q1 | $360K | Sell |
4,993
-12,087
| -71% | -$871K | 0.36% | 101 |
|
|
2019
Q4 | $1.42M | Buy |
+17,080
| New | +$1.42M | 1.19% | 18 |
|