AOWM
Alpha Omega Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
29,334
-487
| -2% | -$27.5K | 0.3% | 89 |
|
|
2025
Q1 | $1.67M | Sell |
29,821
-3,840
| -11% | -$215K | 0.32% | 89 |
|
|
2024
Q4 | $1.81M | Sell |
33,661
-2,441
| -7% | -$131K | 0.34% | 85 |
|
|
2024
Q3 | $2.09M | Sell |
36,102
-2,968
| -8% | -$172K | 0.38% | 82 |
|
|
2024
Q2 | $1.91M | Sell |
39,070
-4,853
| -11% | -$238K | 0.37% | 82 |
|
|
2024
Q1 | $2.16M | Buy |
43,923
+1,865
| +4% | +$91.7K | 0.4% | 80 |
|
|
2023
Q4 | $1.98M | Sell |
42,058
-5,073
| -11% | -$238K | 0.33% | 81 |
|
|
2023
Q3 | $2.11M | Sell |
47,131
-449
| -0.9% | -$20.1K | 0.36% | 77 |
|
|
2023
Q2 | $2.46M | Buy |
47,580
+512
| +1% | +$26.5K | 0.42% | 70 |
|
|
2023
Q1 | $2.63M | Buy |
47,068
+1,443
| +3% | +$80.7K | 0.45% | 64 |
|
|
2022
Q4 | $2.8M | Sell |
45,625
-4,670
| -9% | -$286K | 0.5% | 60 |
|
|
2022
Q3 | $3.48M | Buy |
50,295
+762
| +2% | +$52.7K | 0.66% | 45 |
|
|
2022
Q2 | $3.95M | Buy |
49,533
+2,886
| +6% | +$230K | 0.71% | 43 |
|
|
2022
Q1 | $3.96M | Sell |
46,647
-474
| -1% | -$40.3K | 0.63% | 48 |
|
|
2021
Q4 | $3.76M | Buy |
47,121
+178
| +0.4% | +$14.2K | 0.58% | 51 |
|
|
2021
Q3 | $3.43M | Buy |
46,943
+1,519
| +3% | +$111K | 0.56% | 51 |
|
|
2021
Q2 | $3.34M | Sell |
45,424
-886
| -2% | -$65.2K | 0.55% | 52 |
|
|
2021
Q1 | $3.52M | Buy |
46,310
+3,170
| +7% | +$241K | 0.62% | 49 |
|
|
2020
Q4 | $3.24M | Buy |
43,140
+70
| +0.2% | +$5.26K | 0.55% | 48 |
|
|
2020
Q3 | $3.4M | Buy |
43,070
+1,771
| +4% | +$140K | 0.48% | 41 |
|
|
2020
Q2 | $3.35M | Sell |
41,299
-997
| -2% | -$80.9K | 0.51% | 37 |
|
|
2020
Q1 | $3.05M | Buy |
42,296
+20
| +0% | +$1.44K | 0.56% | 34 |
|
|
2019
Q4 | $3.5M | Sell |
42,276
-849
| -2% | -$70.3K | 0.56% | 43 |
|
|
2019
Q3 | $3.46M | Buy |
43,125
+22,710
| +111% | +$1.82M | 0.56% | 39 |
|
|
2019
Q2 | $1.58M | Buy |
20,415
+18
| +0.1% | +$1.39K | 0.67% | 49 |
|
|
2019
Q1 | $1.56M | Buy |
20,397
+619
| +3% | +$47.5K | 0.7% | 48 |
|
|
2018
Q4 | $1.41M | Sell |
19,778
-5,708
| -22% | -$408K | 0.71% | 47 |
|
|
2018
Q3 | $1.79M | Sell |
25,486
-254
| -1% | -$17.9K | 0.8% | 42 |
|
|
2018
Q2 | $1.76M | Buy |
25,740
+232
| +0.9% | +$15.8K | 0.86% | 42 |
|
|
2018
Q1 | $1.72M | Sell |
25,508
-216
| -0.8% | -$14.6K | 0.86% | 43 |
|
|
2017
Q4 | $2.09M | Sell |
25,724
-1,525
| -6% | -$124K | 1.02% | 38 |
|
|
2017
Q3 | $2.1M | Buy |
27,249
+7,671
| +39% | +$590K | 1.05% | 37 |
|
|
2017
Q2 | $1.5M | Sell |
19,578
-240
| -1% | -$18.4K | 0.77% | 43 |
|
|
2017
Q1 | $1.54M | Buy |
19,818
+1,695
| +9% | +$131K | 0.82% | 41 |
|
|
2016
Q4 | $1.39M | Buy |
18,123
+8,767
| +94% | +$671K | 0.73% | 45 |
|
|
2016
Q3 | $695K | Buy |
9,356
+497
| +6% | +$36.9K | 0.55% | 41 |
|
|
2016
Q2 | $690K | Buy |
8,859
+18
| +0.2% | +$1.4K | 0.58% | 41 |
|
|
2016
Q1 | $664K | Buy |
8,841
+10
| +0.1% | +$751 | 0.55% | 42 |
|
|
2015
Q4 | $597K | Buy |
+8,831
| New | +$597K | 0.52% | 40 |
|