Alliance Wealth Advisors (Pennsylvania)’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 | $229K | Hold |
4,048
| – | – | 0.12% | 132 |
|
|
2025
Q1 | $227K | Sell |
4,048
-150
| -4% | -$8.41K | 0.13% | 129 |
|
|
2024
Q4 | $226K | Hold |
4,198
| – | – | 0.13% | 130 |
|
|
2024
Q3 | $243K | Hold |
4,198
| – | – | 0.14% | 126 |
|
|
2024
Q2 | $206K | Hold |
4,198
| – | – | 0.13% | 128 |
|
|
2024
Q1 | $207K | Buy |
+4,198
| New | +$207K | 0.13% | 125 |
|
|
2023
Q4 | – | Sell |
-7,505
| Closed | -$335K | – | 129 |
|
|
2023
Q3 | $335K | Sell |
7,505
-60
| -0.8% | -$2.68K | 0.24% | 82 |
|
|
2023
Q2 | $392K | Sell |
7,565
-429
| -5% | -$22.2K | 0.28% | 71 |
|
|
2023
Q1 | $447K | Buy |
7,994
+451
| +6% | +$25.2K | 0.34% | 60 |
|
|
2022
Q4 | $463K | Sell |
7,543
-183
| -2% | -$11.2K | 0.39% | 56 |
|
|
2022
Q3 | $534K | Sell |
7,726
-111
| -1% | -$7.67K | 0.5% | 46 |
|
|
2022
Q2 | $625K | Hold |
7,837
| – | – | 0.54% | 43 |
|
|
2022
Q1 | $666K | Buy |
7,837
+67
| +0.9% | +$5.69K | 0.55% | 44 |
|
|
2021
Q4 | $610K | Hold |
7,770
| – | – | 0.5% | 49 |
|
|
2021
Q3 | $567K | Sell |
7,770
-182
| -2% | -$13.3K | 0.5% | 52 |
|
|
2021
Q2 | $585K | Sell |
7,952
-43
| -0.5% | -$3.16K | 0.53% | 49 |
|
|
2021
Q1 | $607K | Buy |
7,995
+629
| +9% | +$47.8K | 0.6% | 46 |
|
|
2020
Q4 | $554K | Buy |
+7,366
| New | +$554K | 0.58% | 45 |
|