Adams 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
Q1 | $688K | Buy |
12,267
+101
| +0.8% | +$5.66K | 0.14% | 87 |
|
|
2024
Q4 | $655K | Buy |
12,166
+2,353
| +24% | +$127K | 0.13% | 80 |
|
|
2024
Q3 | $567K | Sell |
9,813
-1,125
| -10% | -$65K | 0.12% | 83 |
|
|
2024
Q2 | $536K | Sell |
10,938
-3,785
| -26% | -$185K | 0.12% | 79 |
|
|
2024
Q1 | $724K | Sell |
14,723
-300
| -2% | -$14.8K | 0.18% | 72 |
|
|
2023
Q4 | $706K | Buy |
15,023
+309
| +2% | +$14.5K | 0.21% | 72 |
|
|
2023
Q3 | $657K | Buy |
14,714
+2,721
| +23% | +$122K | 0.22% | 69 |
|
|
2023
Q2 | $621K | Buy |
11,993
+903
| +8% | +$46.8K | 0.19% | 75 |
|
|
2023
Q1 | $620K | Buy |
11,090
+2,902
| +35% | +$162K | 0.2% | 77 |
|
|
2022
Q4 | $502K | Buy |
8,188
+1,229
| +18% | +$75.4K | 0.18% | 73 |
|
|
2022
Q3 | $481K | Sell |
6,959
-692
| -9% | -$47.8K | 0.18% | 64 |
|
|
2022
Q2 | $611K | Sell |
7,651
-84
| -1% | -$6.71K | 0.23% | 45 |
|
|
2022
Q1 | $657K | Sell |
7,735
-1,272
| -14% | -$108K | 0.22% | 37 |
|
|
2021
Q4 | $708K | Sell |
9,007
-781
| -8% | -$61.4K | 0.21% | 39 |
|
|
2021
Q3 | $715K | Sell |
9,788
-1,167
| -11% | -$85.2K | 0.27% | 37 |
|
|
2021
Q2 | $806K | Sell |
10,955
-67
| -0.6% | -$4.93K | 0.34% | 37 |
|
|
2021
Q1 | $837K | Buy |
11,022
+1,506
| +16% | +$114K | 0.39% | 37 |
|
|
2020
Q4 | $716K | Sell |
9,516
-10
| -0.1% | -$752 | 0.45% | 36 |
|
|
2020
Q3 | $752K | Buy |
9,526
+103
| +1% | +$8.13K | 0.59% | 30 |
|
|
2020
Q2 | $765K | Sell |
9,423
-680
| -7% | -$55.2K | 0.78% | 26 |
|
|
2020
Q1 | $729K | Sell |
10,103
-1,844
| -15% | -$133K | 0.92% | 24 |
|
|
2019
Q4 | $989K | Buy |
+11,947
| New | +$989K | 0.83% | 38 |
|