Argent Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28,681
| Closed | -$1.35M | – | 138 |
|
|
2023
Q4 | $1.35M | Buy |
28,681
+1,874
| +7% | +$88.1K | 0.59% | 45 |
|
|
2023
Q3 | $1.2M | Buy |
26,807
+7,577
| +39% | +$338K | 0.55% | 47 |
|
|
2023
Q2 | $996K | Sell |
19,230
-2,876
| -13% | -$149K | 0.46% | 56 |
|
|
2023
Q1 | $1.24M | Buy |
22,106
+5,112
| +30% | +$286K | 0.59% | 45 |
|
|
2022
Q4 | $1.04M | Sell |
16,994
-1,734
| -9% | -$106K | 0.54% | 49 |
|
|
2022
Q3 | $1.29M | Sell |
18,728
-69
| -0.4% | -$4.77K | 0.76% | 41 |
|
|
2022
Q2 | $1.5M | Buy |
18,797
+1,744
| +10% | +$139K | 0.84% | 29 |
|
|
2022
Q1 | $1.45M | Buy |
17,053
+1,365
| +9% | +$116K | 0.78% | 39 |
|
|
2021
Q4 | $1.23M | Buy |
15,688
+1,809
| +13% | +$142K | 0.66% | 47 |
|
|
2021
Q3 | $1.01M | Buy |
13,879
+1,284
| +10% | +$93.7K | 0.58% | 53 |
|
|
2021
Q2 | $927K | Buy |
12,595
+692
| +6% | +$50.9K | 0.56% | 54 |
|
|
2021
Q1 | $904K | Sell |
11,903
-1,438
| -11% | -$109K | 0.58% | 44 |
|
|
2020
Q4 | $1M | Buy |
13,341
+2,706
| +25% | +$203K | 0.61% | 49 |
|
|
2020
Q3 | $839K | Sell |
10,635
-2,533
| -19% | -$200K | 0.57% | 54 |
|
|
2020
Q2 | $1.07M | Sell |
13,168
-806
| -6% | -$65.4K | 0.82% | 29 |
|
|
2020
Q1 | $1.01M | Buy |
13,974
+5,390
| +63% | +$389K | 1.01% | 24 |
|
|
2019
Q4 | $711K | Buy |
+8,584
| New | +$711K | 0.53% | 41 |
|