Arax Advisory 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 | $226K | Buy |
3,992
+865
| +28% | +$48.9K | 0.01% | 609 |
|
|
2025
Q1 | $175K | Buy |
3,127
+125
| +4% | +$7.01K | 0.01% | 564 |
|
|
2024
Q4 | $162K | Buy |
3,002
+2,577
| +606% | +$139K | 0.01% | 542 |
|
|
2024
Q3 | $24.6K | Buy |
425
+116
| +38% | +$6.7K | ﹤0.01% | 996 |
|
|
2024
Q2 | $15.1K | Buy |
309
+12
| +4% | +$588 | ﹤0.01% | 1073 |
|
|
2024
Q1 | $14.6K | Sell |
297
-170
| -36% | -$8.36K | ﹤0.01% | 714 |
|
|
2023
Q4 | $21.9K | Sell |
467
-77
| -14% | -$3.62K | ﹤0.01% | 633 |
|
|
2023
Q3 | $24.3K | Buy |
544
+243
| +81% | +$10.9K | ﹤0.01% | 553 |
|
|
2023
Q2 | $15.6K | Sell |
301
-191
| -39% | -$9.89K | ﹤0.01% | 626 |
|
|
2023
Q1 | $27.5K | Buy |
492
+189
| +62% | +$10.6K | ﹤0.01% | 535 |
|
|
2022
Q4 | $18.6K | Sell |
303
-201
| -40% | -$12.3K | ﹤0.01% | 571 |
|
|
2022
Q3 | $35K | Buy |
504
+60
| +14% | +$4.17K | 0.01% | 480 |
|
|
2022
Q2 | $35K | Buy |
444
+115
| +35% | +$9.07K | 0.01% | 475 |
|
|
2022
Q1 | $28K | Sell |
329
-39
| -11% | -$3.32K | ﹤0.01% | 533 |
|
|
2021
Q4 | $29K | Buy |
368
+110
| +43% | +$8.67K | ﹤0.01% | 532 |
|
|
2021
Q3 | $19K | Buy |
258
+141
| +121% | +$10.4K | ﹤0.01% | 559 |
|
|
2021
Q2 | $9K | Buy |
+117
| New | +$9K | ﹤0.01% | 674 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$16K | – | 736 |
|
|
2020
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 492 |
|
|
2020
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 494 |
|
|
2020
Q1 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 493 |
|
|
2018
Q4 | – | Sell |
-26
| Closed | -$2K | – | 563 |
|
|
2018
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 566 |
|