Ameritas Advisory Services’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 | $286K | Sell |
5,055
-2,665
| -35% | -$151K | 0.01% | 641 |
|
|
2025
Q1 | $420K | Sell |
7,720
-100
| -1% | -$5.44K | 0.02% | 612 |
|
|
2024
Q4 | $421K | Sell |
7,820
-32
| -0.4% | -$1.72K | 0.01% | 634 |
|
|
2024
Q3 | $454K | Buy |
7,852
+448
| +6% | +$25.9K | 0.02% | 564 |
|
|
2024
Q2 | $363K | Sell |
7,404
-624
| -8% | -$30.6K | 0.01% | 677 |
|
|
2024
Q1 | $406K | Buy |
8,028
+3,152
| +65% | +$160K | 0.02% | 610 |
|
|
2023
Q4 | $222K | Sell |
4,876
-2,466
| -34% | -$112K | 0.01% | 646 |
|
|
2023
Q3 | $306K | Buy |
7,342
+2,758
| +60% | +$115K | 0.02% | 628 |
|
|
2023
Q2 | $239K | Sell |
4,584
-2,163
| -32% | -$113K | 0.03% | 477 |
|
|
2023
Q1 | $381K | Sell |
6,747
-6,562
| -49% | -$370K | 0.02% | 570 |
|
|
2022
Q4 | $816K | Buy |
13,309
+4,698
| +55% | +$288K | 0.04% | 398 |
|
|
2022
Q3 | $595K | Buy |
8,611
+399
| +5% | +$27.6K | 0.04% | 394 |
|
|
2022
Q2 | $655K | Sell |
8,212
-75
| -0.9% | -$5.98K | 0.04% | 389 |
|
|
2022
Q1 | $704K | Buy |
8,287
+155
| +2% | +$13.2K | 0.03% | 419 |
|
|
2021
Q4 | $639K | Buy |
+8,132
| New | +$639K | 0.02% | 439 |
|