Apollon Wealth 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 | $1.75M | Buy |
30,939
+1,347
| +5% | +$76.1K | 0.03% | 387 |
|
2025
Q1 | $1.66M | Buy |
29,592
+5,388
| +22% | +$302K | 0.04% | 366 |
|
2024
Q4 | $1.3M | Buy |
24,204
+3,809
| +19% | +$205K | 0.03% | 431 |
|
2024
Q3 | $1.18M | Sell |
20,395
-1,669
| -8% | -$96.5K | 0.03% | 435 |
|
2024
Q2 | $1.08M | Buy |
22,064
+7,286
| +49% | +$357K | 0.03% | 439 |
|
2024
Q1 | $727K | Sell |
14,778
-21,594
| -59% | -$1.06M | 0.02% | 562 |
|
2023
Q4 | $1.71M | Buy |
36,372
+3,679
| +11% | +$173K | 0.06% | 303 |
|
2023
Q3 | $1.46M | Buy |
32,693
+1,589
| +5% | +$71K | 0.07% | 266 |
|
2023
Q2 | $1.61M | Buy |
31,104
+18,708
| +151% | +$969K | 0.08% | 263 |
|
2023
Q1 | $693K | Buy |
12,396
+90
| +0.7% | +$5.03K | 0.04% | 433 |
|
2022
Q4 | $755K | Sell |
12,306
-1,271
| -9% | -$77.9K | 0.05% | 381 |
|
2022
Q3 | $938K | Buy |
13,577
+239
| +2% | +$16.5K | 0.08% | 267 |
|
2022
Q2 | $1.06M | Buy |
13,338
+653
| +5% | +$52.1K | 0.09% | 242 |
|
2022
Q1 | $1.08M | Buy |
12,685
+1,835
| +17% | +$156K | 0.08% | 265 |
|
2021
Q4 | $852K | Buy |
10,850
+5,769
| +114% | +$453K | 0.06% | 324 |
|
2021
Q3 | $371K | Buy |
5,081
+1,994
| +65% | +$146K | 0.05% | 309 |
|
2021
Q2 | $227K | Sell |
3,087
-62
| -2% | -$4.56K | 0.04% | 333 |
|
2021
Q1 | $239K | Buy |
+3,149
| New | +$239K | 0.05% | 307 |
|
2020
Q3 | – | Sell |
-1,197
| Closed | -$97K | – | 274 |
|
2020
Q2 | $97K | Buy |
+1,197
| New | +$97K | 0.05% | 175 |
|