Ameritas Investment Partners’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 | $455K | Sell |
8,049
-136
| -2% | -$7.69K | 0.01% | 879 |
|
|
2025
Q1 | $459K | Hold |
8,185
| – | – | 0.02% | 849 |
|
|
2024
Q4 | $441K | Sell |
8,185
-313
| -4% | -$16.9K | 0.01% | 890 |
|
|
2024
Q3 | $491K | Sell |
8,498
-323
| -4% | -$18.7K | 0.02% | 844 |
|
|
2024
Q2 | $432K | Sell |
8,821
-478
| -5% | -$23.4K | 0.01% | 858 |
|
|
2024
Q1 | $457K | Hold |
9,299
| – | – | 0.02% | 853 |
|
|
2023
Q4 | $437K | Sell |
9,299
-358
| -4% | -$16.8K | 0.02% | 851 |
|
|
2023
Q3 | $431K | Sell |
9,657
-401
| -4% | -$17.9K | 0.02% | 820 |
|
|
2023
Q2 | $521K | Hold |
10,058
| – | – | 0.02% | 754 |
|
|
2023
Q1 | $562K | Hold |
10,058
| – | – | 0.02% | 731 |
|
|
2022
Q4 | $633K | Sell |
10,058
-275
| -3% | -$17.3K | 0.03% | 720 |
|
|
2022
Q3 | $714K | Hold |
10,333
| – | – | 0.03% | 641 |
|
|
2022
Q2 | $824K | Hold |
10,333
| – | – | 0.04% | 611 |
|
|
2022
Q1 | $878K | Sell |
10,333
-340
| -3% | -$28.9K | 0.03% | 656 |
|
|
2021
Q4 | $838K | Sell |
10,673
-270
| -2% | -$21.2K | 0.03% | 689 |
|
|
2021
Q3 | $799K | Sell |
10,943
-262
| -2% | -$19.1K | 0.03% | 677 |
|
|
2021
Q2 | $824K | Hold |
11,205
| – | – | 0.03% | 677 |
|
|
2021
Q1 | $851K | Sell |
11,205
-720
| -6% | -$54.7K | 0.03% | 655 |
|
|
2020
Q4 | $897K | Sell |
11,925
-965
| -7% | -$72.6K | 0.04% | 590 |
|
|
2020
Q3 | $1.02M | Sell |
12,890
-665
| -5% | -$52.5K | 0.05% | 457 |
|
|
2020
Q2 | $1.1M | Buy |
13,555
+86
| +0.6% | +$6.98K | 0.05% | 415 |
|
|
2020
Q1 | $971K | Sell |
13,469
-423
| -3% | -$30.5K | 0.06% | 388 |
|
|
2019
Q4 | $1.15M | Hold |
13,892
| – | – | 0.05% | 465 |
|
|
2019
Q3 | $1.13M | Sell |
13,892
-19
| -0.1% | -$1.54K | 0.05% | 458 |
|
|
2019
Q2 | $1.08M | Sell |
13,911
-455
| -3% | -$35.2K | 0.05% | 480 |
|
|
2019
Q1 | $1.1M | Sell |
14,366
-9,216
| -39% | -$706K | 0.05% | 466 |
|
|
2018
Q4 | $843K | Buy |
23,582
+11,660
| +98% | +$417K | 0.05% | 517 |
|
|
2018
Q3 | $837K | Sell |
11,922
-520
| -4% | -$36.5K | 0.04% | 602 |
|
|
2018
Q2 | $848K | Sell |
12,442
-1,107
| -8% | -$75.4K | 0.04% | 596 |
|
|
2018
Q1 | $914K | Sell |
13,549
-381
| -3% | -$25.7K | 0.04% | 549 |
|
|
2017
Q4 | $1.13M | Sell |
13,930
-256
| -2% | -$20.7K | 0.05% | 499 |
|
|
2017
Q3 | $1.12M | Hold |
14,186
| – | – | 0.05% | 480 |
|
|
2017
Q2 | $1.09M | Sell |
14,186
-263
| -2% | -$20.2K | 0.05% | 494 |
|
|
2017
Q1 | $1.12M | Sell |
14,449
-511
| -3% | -$39.6K | 0.06% | 463 |
|
|
2016
Q4 | $1.15M | Hold |
14,960
| – | – | 0.06% | 451 |
|
|
2016
Q3 | $1.11M | Buy |
14,960
+2,778
| +23% | +$206K | 0.06% | 430 |
|
|
2016
Q2 | $949K | Buy |
12,182
+1,071
| +10% | +$83.4K | 0.06% | 319 |
|
|
2016
Q1 | $835K | Hold |
11,111
| – | – | 0.06% | 365 |
|
|
2015
Q4 | $752K | Hold |
11,111
| – | – | 0.05% | 382 |
|
|
2015
Q3 | $782K | Hold |
11,111
| – | – | 0.06% | 350 |
|
|
2015
Q2 | $743K | Buy |
11,111
+220
| +2% | +$14.7K | 0.05% | 401 |
|
|
2015
Q1 | $772K | Hold |
10,891
| – | – | 0.05% | 398 |
|
|
2014
Q4 | $838K | Buy |
10,891
+162
| +2% | +$12.5K | 0.06% | 349 |
|
|
2014
Q3 | $741K | Sell |
10,729
-762
| -7% | -$52.6K | 0.05% | 388 |
|
|
2014
Q2 | $822K | Hold |
11,491
| – | – | 0.06% | 361 |
|
|
2014
Q1 | $816K | Sell |
11,491
-793
| -6% | -$56.3K | 0.06% | 353 |
|
|
2013
Q4 | $795K | Hold |
12,284
| – | – | 0.06% | 371 |
|
|
2013
Q3 | $768K | Buy |
+12,284
| New | +$768K | 0.07% | 345 |
|