Arkadios Wealth 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 | $1.54M | Buy |
27,179
+1,788
| +7% | +$101K | 0.05% | 416 |
|
|
2025
Q1 | $1.42M | Buy |
25,391
+20,461
| +415% | +$1.15M | 0.05% | 364 |
|
|
2024
Q4 | $266K | Buy |
4,930
+569
| +13% | +$30.6K | 0.01% | 763 |
|
|
2024
Q3 | $252K | Buy |
4,361
+220
| +5% | +$12.7K | 0.01% | 771 |
|
|
2024
Q2 | $203K | Buy |
+4,141
| New | +$203K | 0.01% | 763 |
|
|
2021
Q4 | – | Sell |
-1,338
| Closed | -$97K | – | 822 |
|
|
2021
Q3 | $97K | Sell |
1,338
-1,115
| -45% | -$80.8K | 0.01% | 693 |
|
|
2021
Q2 | $180K | Sell |
2,453
-58
| -2% | -$4.26K | 0.02% | 559 |
|
|
2021
Q1 | $190K | Buy |
2,511
+50
| +2% | +$3.78K | 0.03% | 423 |
|
|
2020
Q4 | $185K | Buy |
2,461
+615
| +33% | +$46.2K | 0.04% | 339 |
|
|
2020
Q3 | $150K | Sell |
1,846
-57
| -3% | -$4.64K | 0.08% | 220 |
|
|
2020
Q2 | $141K | Sell |
1,903
-858
| -31% | -$63.4K | 0.08% | 207 |
|
|
2020
Q1 | $199K | Buy |
2,761
+236
| +9% | +$17K | 0.13% | 146 |
|
|
2019
Q4 | $218K | Buy |
+2,525
| New | +$218K | 0.13% | 143 |
|