Advocate Group’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 | $7.65M | Sell |
135,265
-2,514
| -2% | -$142K | 1.37% | 28 |
|
|
2025
Q1 | $7.73M | Sell |
137,779
-588
| -0.4% | -$33K | 1.41% | 28 |
|
|
2024
Q4 | $7.45M | Buy |
138,367
+901
| +0.7% | +$48.5K | 1.4% | 31 |
|
|
2024
Q3 | $7.94M | Buy |
137,466
+2,821
| +2% | +$163K | 1.44% | 28 |
|
|
2024
Q2 | $6.6M | Buy |
134,645
+5,357
| +4% | +$262K | 1.33% | 32 |
|
|
2024
Q1 | $6.36M | Buy |
129,288
+11,948
| +10% | +$588K | 1.26% | 34 |
|
|
2023
Q4 | $5.51M | Buy |
117,340
+11,631
| +11% | +$547K | 1.18% | 36 |
|
|
2023
Q3 | $4.72M | Sell |
105,709
-8,508
| -7% | -$380K | 1.09% | 39 |
|
|
2023
Q2 | $5.92M | Sell |
114,217
-2,468
| -2% | -$128K | 1.3% | 30 |
|
|
2023
Q1 | $6.52M | Sell |
116,685
-1,136
| -1% | -$63.5K | 1.42% | 25 |
|
|
2022
Q4 | $7.22M | Sell |
117,821
-17,858
| -13% | -$1.1M | 1.56% | 21 |
|
|
2022
Q3 | $9.38M | Sell |
135,679
-4,648
| -3% | -$321K | 2.32% | 6 |
|
|
2022
Q2 | $11.2M | Buy |
+140,327
| New | +$11.2M | 2.61% | 5 |
|