ATFA
All Terrain Financial Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
30,647
-13
| -0% | -$735 | 0.5% | 32 |
|
|
2025
Q1 | $1.72M | Buy |
30,660
+3,028
| +11% | +$170K | 0.54% | 32 |
|
|
2024
Q4 | $1.49M | Buy |
27,632
+783
| +3% | +$42.2K | 0.49% | 34 |
|
|
2024
Q3 | $1.55M | Sell |
26,849
-68
| -0.3% | -$3.93K | 0.57% | 35 |
|
|
2024
Q2 | $1.32M | Buy |
26,917
+553
| +2% | +$27.1K | 0.52% | 38 |
|
|
2024
Q1 | $1.3M | Buy |
26,364
+303
| +1% | +$14.9K | 0.51% | 37 |
|
|
2023
Q4 | $1.22M | Buy |
26,061
+483
| +2% | +$22.7K | 0.46% | 34 |
|
|
2023
Q3 | $1.14M | Buy |
25,578
+2,454
| +11% | +$110K | 0.48% | 36 |
|
|
2023
Q2 | $1.2M | Buy |
23,124
+3,505
| +18% | +$182K | 0.45% | 36 |
|
|
2023
Q1 | $1.1M | Buy |
19,619
+3,941
| +25% | +$220K | 0.45% | 35 |
|
|
2022
Q4 | $961K | Buy |
15,678
+595
| +4% | +$36.5K | 0.42% | 36 |
|
|
2022
Q3 | $1.04M | Buy |
15,083
+29
| +0.2% | +$2K | 0.45% | 35 |
|
|
2022
Q2 | $1.2M | Sell |
15,054
-1,273
| -8% | -$102K | 0.51% | 34 |
|
|
2022
Q1 | $1.39M | Sell |
16,327
-944
| -5% | -$80.2K | 0.56% | 33 |
|
|
2021
Q4 | $1.36M | Sell |
17,271
-84
| -0.5% | -$6.6K | 0.55% | 32 |
|
|
2021
Q3 | $1.27M | Sell |
17,355
-259
| -1% | -$18.9K | 0.55% | 33 |
|
|
2021
Q2 | $1.3M | Buy |
+17,614
| New | +$1.3M | 0.59% | 34 |
|