Apella Capital’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 | $449K | Sell |
7,961
-425
| -5% | -$24K | 0.01% | 304 |
|
|
2025
Q1 | $438K | Buy |
8,386
+920
| +12% | +$48.1K | 0.02% | 267 |
|
|
2024
Q4 | $402K | Sell |
7,466
-207
| -3% | -$11.1K | 0.02% | 251 |
|
|
2024
Q3 | $448K | Sell |
7,673
-109
| -1% | -$6.36K | 0.02% | 225 |
|
|
2024
Q2 | $385K | Buy |
+7,782
| New | +$385K | 0.02% | 229 |
|
|
2022
Q4 | $211K | Sell |
3,444
-1,387
| -29% | -$85.1K | 0.02% | 221 |
|
|
2022
Q3 | $334K | Buy |
4,831
+87
| +2% | +$6.02K | 0.04% | 163 |
|
|
2022
Q2 | $379K | Sell |
4,744
-200
| -4% | -$16K | 0.05% | 165 |
|
|
2022
Q1 | $420K | Buy |
4,944
+10
| +0.2% | +$850 | 0.06% | 140 |
|
|
2021
Q4 | $388K | Buy |
4,934
+1,503
| +44% | +$118K | 0.05% | 144 |
|
|
2021
Q3 | $251K | Sell |
3,431
-400
| -10% | -$29.3K | 0.04% | 179 |
|
|
2021
Q2 | $282K | Sell |
3,831
-10
| -0.3% | -$736 | 0.05% | 174 |
|
|
2021
Q1 | $292K | Hold |
3,841
| – | – | 0.09% | 111 |
|
|
2020
Q4 | $289K | Hold |
3,841
| – | – | 0.1% | 110 |
|
|
2020
Q3 | $303K | Sell |
3,841
-971
| -20% | -$76.6K | 0.12% | 103 |
|
|
2020
Q2 | $391K | Hold |
4,812
| – | – | 0.18% | 84 |
|
|
2020
Q1 | $347K | Buy |
+4,812
| New | +$347K | 0.2% | 81 |
|