Anchor Investment Management’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 | $615K | Sell |
10,882
-324
| -3% | -$18.3K | 0.05% | 238 |
|
|
2025
Q1 | $628K | Buy |
11,206
+2
| +0% | +$112 | 0.06% | 232 |
|
|
2024
Q4 | $603K | Sell |
11,204
-1,403
| -11% | -$75.6K | 0.06% | 233 |
|
|
2024
Q3 | $729K | Sell |
12,607
-6,870
| -35% | -$397K | 0.07% | 220 |
|
|
2024
Q2 | $954K | Sell |
19,477
-966
| -5% | -$47.3K | 0.1% | 181 |
|
|
2024
Q1 | $1.01M | Sell |
20,443
-1,733
| -8% | -$85.2K | 0.11% | 178 |
|
|
2023
Q4 | $1.04M | Sell |
22,176
-6,511
| -23% | -$306K | 0.12% | 167 |
|
|
2023
Q3 | $1.28M | Sell |
28,687
-10,807
| -27% | -$483K | 0.17% | 135 |
|
|
2023
Q2 | $2.05M | Sell |
39,494
-1,061
| -3% | -$54.9K | 0.26% | 105 |
|
|
2023
Q1 | $2.27M | Sell |
40,555
-3,136
| -7% | -$175K | 0.31% | 91 |
|
|
2022
Q4 | $2.68M | Sell |
43,691
-5,553
| -11% | -$341K | 0.38% | 71 |
|
|
2022
Q3 | $3.4M | Sell |
49,244
-2,882
| -6% | -$199K | 0.53% | 51 |
|
|
2022
Q2 | $4.16M | Buy |
52,126
+326
| +0.6% | +$26K | 0.6% | 45 |
|
|
2022
Q1 | $4.4M | Sell |
51,800
-369
| -0.7% | -$31.4K | 0.56% | 46 |
|
|
2021
Q4 | $4.1M | Sell |
52,169
-164
| -0.3% | -$12.9K | 0.51% | 56 |
|
|
2021
Q3 | $3.82M | Sell |
52,333
-2,920
| -5% | -$213K | 0.53% | 53 |
|
|
2021
Q2 | $4.06M | Sell |
55,253
-3,412
| -6% | -$251K | 0.56% | 50 |
|
|
2021
Q1 | $4.46M | Sell |
58,665
-1,068
| -2% | -$81.1K | 0.68% | 39 |
|
|
2020
Q4 | $4.49M | Sell |
59,733
-481
| -0.8% | -$36.2K | 0.81% | 30 |
|
|
2020
Q3 | $4.75M | Buy |
60,214
+1,017
| +2% | +$80.3K | 0.96% | 22 |
|
|
2020
Q2 | $4.81M | Sell |
59,197
-463
| -0.8% | -$37.6K | 1.08% | 16 |
|
|
2020
Q1 | $4.31M | Sell |
59,660
-56
| -0.1% | -$4.04K | 1.11% | 14 |
|
|
2019
Q4 | $4.95M | Buy |
59,716
+1,446
| +2% | +$120K | 1.05% | 15 |
|
|
2019
Q3 | $4.72M | Buy |
58,270
+488
| +0.8% | +$39.5K | 1.09% | 15 |
|
|
2019
Q2 | $4.47M | Buy |
57,782
+1,663
| +3% | +$129K | 1.06% | 15 |
|
|
2019
Q1 | $4.3M | Buy |
56,119
+20,005
| +55% | +$1.53M | 1.07% | 16 |
|
|
2018
Q4 | $2.58M | Buy |
36,114
+1,082
| +3% | +$77.3K | 0.73% | 31 |
|
|
2018
Q3 | $2.46M | Buy |
35,032
+3,345
| +11% | +$235K | 0.56% | 44 |
|
|
2018
Q2 | $2.16M | Buy |
31,687
+12,436
| +65% | +$848K | 0.53% | 49 |
|
|
2018
Q1 | $1.3M | Buy |
19,251
+5,731
| +42% | +$386K | 0.34% | 82 |
|
|
2017
Q4 | $1.1M | Buy |
13,520
+1,953
| +17% | +$158K | 0.29% | 97 |
|
|
2017
Q3 | $890K | Buy |
11,567
+593
| +5% | +$45.6K | 0.26% | 100 |
|
|
2017
Q2 | $841K | Buy |
10,974
+827
| +8% | +$63.4K | 0.28% | 93 |
|
|
2017
Q1 | $787K | Buy |
10,147
+363
| +4% | +$28.2K | 0.27% | 93 |
|
|
2016
Q4 | $749K | Sell |
9,784
-600
| -6% | -$46K | 0.28% | 95 |
|
|
2016
Q3 | $771K | Buy |
10,384
+294
| +3% | +$21.8K | 0.3% | 91 |
|
|
2016
Q2 | $786K | Buy |
10,090
+509
| +5% | +$39.7K | 0.31% | 85 |
|
|
2016
Q1 | $720K | Buy |
+9,581
| New | +$720K | 0.29% | 91 |
|