Archford Capital Strategies’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 | $753K | Sell |
13,324
-50
| -0.4% | -$2.83K | 0.1% | 179 |
|
|
2025
Q1 | $750K | Sell |
13,374
-8
| -0.1% | -$449 | 0.11% | 169 |
|
|
2024
Q4 | $721K | Buy |
13,382
+4
| +0% | +$215 | 0.11% | 155 |
|
|
2024
Q3 | $762K | Sell |
13,378
-707
| -5% | -$40.3K | 0.11% | 144 |
|
|
2024
Q2 | $690K | Sell |
14,085
-402
| -3% | -$19.7K | 0.11% | 150 |
|
|
2024
Q1 | $713K | Sell |
14,487
-422
| -3% | -$20.8K | 0.12% | 148 |
|
|
2023
Q4 | $701K | Sell |
14,909
-7,681
| -34% | -$361K | 0.13% | 145 |
|
|
2023
Q3 | $1.01M | Buy |
22,590
+5,299
| +31% | +$237K | 0.2% | 117 |
|
|
2023
Q2 | $932K | Buy |
17,291
+4,938
| +40% | +$266K | 0.18% | 137 |
|
|
2023
Q1 | $709K | Buy |
12,353
+836
| +7% | +$48K | 0.15% | 158 |
|
|
2022
Q4 | $706K | Buy |
11,517
+1,547
| +16% | +$94.9K | 0.16% | 150 |
|
|
2022
Q3 | $689K | Buy |
9,970
+114
| +1% | +$7.88K | 0.18% | 135 |
|
|
2022
Q2 | $787K | Buy |
9,856
+1,238
| +14% | +$98.9K | 0.2% | 123 |
|
|
2022
Q1 | $742K | Buy |
8,618
+1,530
| +22% | +$132K | 0.17% | 145 |
|
|
2021
Q4 | $557K | Buy |
7,088
+1,498
| +27% | +$118K | 0.13% | 172 |
|
|
2021
Q3 | $408K | Buy |
5,590
+33
| +0.6% | +$2.41K | 0.1% | 215 |
|
|
2021
Q2 | $409K | Buy |
5,557
+145
| +3% | +$10.7K | 0.1% | 205 |
|
|
2021
Q1 | $424K | Sell |
5,412
-6,273
| -54% | -$491K | 0.11% | 194 |
|
|
2020
Q4 | $855K | Buy |
11,685
+439
| +4% | +$32.1K | 0.2% | 147 |
|
|
2020
Q3 | $888K | Buy |
11,246
+401
| +4% | +$31.7K | 0.24% | 121 |
|
|
2020
Q2 | $880K | Buy |
10,845
+35
| +0.3% | +$2.84K | 0.26% | 111 |
|
|
2020
Q1 | $780K | Buy |
10,810
+432
| +4% | +$31.2K | 0.3% | 108 |
|
|
2019
Q4 | $859K | Sell |
10,378
-59
| -0.6% | -$4.88K | 0.3% | 105 |
|
|
2019
Q3 | $846K | Sell |
10,437
-154
| -1% | -$12.5K | 0.32% | 98 |
|
|
2019
Q2 | $819K | Buy |
10,591
+53
| +0.5% | +$4.1K | 0.3% | 102 |
|
|
2019
Q1 | $808K | Sell |
10,538
-97
| -0.9% | -$7.44K | 0.3% | 101 |
|
|
2018
Q4 | $760K | Sell |
10,635
-146
| -1% | -$10.4K | 0.31% | 92 |
|
|
2018
Q3 | $758K | Sell |
10,781
-328
| -3% | -$23.1K | 0.28% | 106 |
|
|
2018
Q2 | $757K | Sell |
11,109
-7,730
| -41% | -$527K | 0.27% | 112 |
|
|
2018
Q1 | $1.53M | Buy |
18,839
+24
| +0.1% | +$1.95K | 0.64% | 48 |
|
|
2017
Q4 | $1.53M | Sell |
18,815
-522
| -3% | -$42.3K | 0.57% | 51 |
|
|
2017
Q3 | $1.49M | Buy |
19,337
+839
| +5% | +$64.6K | 0.56% | 57 |
|
|
2017
Q2 | $1.42M | Buy |
18,498
+243
| +1% | +$18.6K | 0.56% | 59 |
|
|
2017
Q1 | $1.42M | Buy |
18,255
+780
| +4% | +$60.5K | 0.53% | 58 |
|
|
2016
Q4 | $1.34M | Buy |
17,475
+799
| +5% | +$61.2K | 0.56% | 56 |
|
|
2016
Q3 | $1.24M | Buy |
16,676
+1,015
| +6% | +$75.3K | 0.51% | 60 |
|
|
2016
Q2 | $1.22M | Buy |
15,661
+2,120
| +16% | +$165K | 0.64% | 43 |
|
|
2016
Q1 | $1.02M | Sell |
13,541
-2,499
| -16% | -$188K | 0.49% | 65 |
|
|
2015
Q4 | $1.17M | Buy |
16,040
+5,785
| +56% | +$423K | 0.53% | 53 |
|
|
2015
Q3 | $722K | Sell |
10,255
-4,653
| -31% | -$328K | 0.54% | 61 |
|
|
2015
Q2 | $997K | Sell |
14,908
-322
| -2% | -$21.5K | 0.71% | 39 |
|
|
2015
Q1 | $1.08M | Buy |
15,230
+727
| +5% | +$51.5K | 0.74% | 40 |
|
|
2014
Q4 | $1.12M | Buy |
14,503
+5,545
| +62% | +$426K | 0.82% | 29 |
|
|
2014
Q3 | $619K | Sell |
8,958
-21
| -0.2% | -$1.45K | 0.49% | 72 |
|
|
2014
Q2 | $642K | Buy |
8,979
+790
| +10% | +$56.5K | 0.5% | 69 |
|
|
2014
Q1 | $581K | Buy |
+8,189
| New | +$581K | 0.49% | 69 |
|