Advisornet Financial’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 | $269K | Buy |
4,758
+25
| +0.5% | +$1.41K | 0.02% | 500 |
|
|
2025
Q1 | $265K | Buy |
4,733
+490
| +12% | +$27.5K | 0.02% | 484 |
|
|
2024
Q4 | $229K | Sell |
4,243
-120
| -3% | -$6.46K | 0.02% | 478 |
|
|
2024
Q3 | $252K | Buy |
4,363
+637
| +17% | +$36.8K | 0.02% | 477 |
|
|
2024
Q2 | $183K | Sell |
3,726
-266
| -7% | -$13K | 0.02% | 497 |
|
|
2024
Q1 | $196K | Buy |
3,992
+819
| +26% | +$40.3K | 0.02% | 476 |
|
|
2023
Q4 | $149K | Sell |
3,173
-126
| -4% | -$5.92K | 0.01% | 531 |
|
|
2023
Q3 | $147K | Sell |
3,299
-5,148
| -61% | -$230K | 0.01% | 514 |
|
|
2023
Q2 | $437K | Buy |
8,447
+144
| +2% | +$7.46K | 0.04% | 327 |
|
|
2023
Q1 | $464K | Buy |
8,303
+108
| +1% | +$6.04K | 0.04% | 309 |
|
|
2022
Q4 | $503K | Buy |
8,195
+143
| +2% | +$8.77K | 0.05% | 297 |
|
|
2022
Q3 | $556K | Buy |
8,052
+192
| +2% | +$13.3K | 0.06% | 293 |
|
|
2022
Q2 | $627K | Buy |
7,860
+116
| +1% | +$9.25K | 0.06% | 272 |
|
|
2022
Q1 | $658K | Sell |
7,744
-48
| -0.6% | -$4.08K | 0.04% | 321 |
|
|
2021
Q4 | $612K | Sell |
7,792
-74
| -0.9% | -$5.81K | 0.04% | 355 |
|
|
2021
Q3 | $574K | Buy |
7,866
+662
| +9% | +$48.3K | 0.04% | 341 |
|
|
2021
Q2 | $530K | Sell |
7,204
-585
| -8% | -$43K | 0.04% | 371 |
|
|
2021
Q1 | $592K | Buy |
7,789
+47
| +0.6% | +$3.57K | 0.04% | 336 |
|
|
2020
Q4 | $582K | Sell |
7,742
-360
| -4% | -$27.1K | 0.05% | 312 |
|
|
2020
Q3 | $639K | Sell |
8,102
-21,617
| -73% | -$1.7M | 0.05% | 299 |
|
|
2020
Q2 | $2.41M | Sell |
29,719
-356
| -1% | -$28.9K | 0.19% | 116 |
|
|
2020
Q1 | $2.17M | Sell |
30,075
-855
| -3% | -$61.7K | 0.2% | 109 |
|
|
2019
Q4 | $2.56M | Buy |
30,930
+411
| +1% | +$34K | 0.22% | 103 |
|
|
2019
Q3 | $2.47M | Buy |
30,519
+23,153
| +314% | +$1.88M | 0.23% | 104 |
|
|
2019
Q2 | $570K | Sell |
7,366
-24
| -0.3% | -$1.86K | 0.06% | 286 |
|
|
2019
Q1 | $567K | Buy |
7,390
+1,000
| +16% | +$76.7K | 0.07% | 262 |
|
|
2018
Q4 | $457K | Buy |
6,390
+2,343
| +58% | +$168K | 0.06% | 259 |
|
|
2018
Q3 | $284K | Buy |
4,047
+3,272
| +422% | +$230K | 0.04% | 357 |
|
|
2018
Q2 | $53K | Buy |
775
+405
| +109% | +$27.7K | 0.01% | 679 |
|
|
2018
Q1 | $25K | Buy |
370
+200
| +118% | +$13.5K | ﹤0.01% | 877 |
|
|
2017
Q4 | $14K | Buy |
+170
| New | +$14K | ﹤0.01% | 936 |
|