Aptus Capital Advisors’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 | $1.14M | Buy |
20,235
+842
| +4% | +$47.6K | 0.01% | 493 |
|
|
2025
Q1 | $1.09M | Buy |
19,393
+6,823
| +54% | +$383K | 0.01% | 488 |
|
|
2024
Q4 | $677K | Buy |
12,570
+3,251
| +35% | +$175K | 0.01% | 553 |
|
|
2024
Q3 | $539K | Sell |
9,319
-319
| -3% | -$18.4K | 0.01% | 518 |
|
|
2024
Q2 | $472K | Buy |
9,638
+1,595
| +20% | +$78.2K | 0.01% | 521 |
|
|
2024
Q1 | $396K | Buy |
8,043
+1,657
| +26% | +$81.5K | 0.01% | 557 |
|
|
2023
Q4 | $300K | Sell |
6,386
-10,405
| -62% | -$489K | 0.01% | 467 |
|
|
2023
Q3 | $750K | Buy |
16,791
+5,078
| +43% | +$227K | 0.02% | 323 |
|
|
2023
Q2 | $607K | Sell |
11,713
-805
| -6% | -$41.7K | 0.01% | 298 |
|
|
2023
Q1 | $700K | Buy |
+12,518
| New | +$700K | 0.02% | 290 |
|
|
2022
Q3 | – | Sell |
-2,547
| Closed | -$203K | – | 770 |
|
|
2022
Q2 | $203K | Buy |
+2,547
| New | +$203K | 0.01% | 364 |
|
|
2020
Q1 | – | Sell |
-38,101
| Closed | -$3.16M | – | 406 |
|
|
2019
Q4 | $3.16M | Buy |
38,101
+6,582
| +21% | +$545K | 0.22% | 56 |
|
|
2019
Q3 | $2.55M | Buy |
+31,519
| New | +$2.55M | 0.14% | 68 |
|
|
2019
Q2 | – | Sell |
-3,734
| Closed | -$286K | – | 328 |
|
|
2019
Q1 | $286K | Buy |
+3,734
| New | +$286K | 0.05% | 249 |
|