Aspiriant LLC’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 | $327K | Sell |
5,794
-17
| -0.3% | -$961 | 0.01% | 240 |
|
|
2025
Q1 | $326K | Buy |
5,811
+68
| +1% | +$3.81K | 0.01% | 229 |
|
|
2024
Q4 | $309K | Sell |
5,743
-6
| -0.1% | -$323 | 0.01% | 232 |
|
|
2024
Q3 | $332K | Buy |
5,749
+4
| +0.1% | +$231 | 0.01% | 222 |
|
|
2024
Q2 | $282K | Sell |
5,745
-870
| -13% | -$42.6K | 0.01% | 239 |
|
|
2024
Q1 | $325K | Buy |
6,615
+127
| +2% | +$6.25K | 0.01% | 233 |
|
|
2023
Q4 | $305K | Buy |
6,488
+183
| +3% | +$8.6K | 0.01% | 237 |
|
|
2023
Q3 | $282K | Buy |
6,305
+231
| +4% | +$10.3K | 0.01% | 233 |
|
|
2023
Q2 | $315K | Hold |
6,074
| – | – | 0.02% | 214 |
|
|
2023
Q1 | $340K | Sell |
6,074
-10
| -0.2% | -$559 | 0.02% | 205 |
|
|
2022
Q4 | $373K | Sell |
6,084
-120
| -2% | -$7.36K | 0.02% | 198 |
|
|
2022
Q3 | $429K | Sell |
6,204
-38
| -0.6% | -$2.63K | 0.02% | 182 |
|
|
2022
Q2 | $498K | Buy |
6,242
+937
| +18% | +$74.8K | 0.02% | 166 |
|
|
2022
Q1 | $450K | Buy |
5,305
+447
| +9% | +$37.9K | 0.02% | 183 |
|
|
2021
Q4 | $382K | Buy |
4,858
+105
| +2% | +$8.26K | 0.02% | 200 |
|
|
2021
Q3 | $348K | Hold |
4,753
| – | – | 0.02% | 183 |
|
|
2021
Q2 | $349K | Buy |
4,753
+737
| +18% | +$54.1K | 0.02% | 188 |
|
|
2021
Q1 | $305K | Buy |
4,016
+1,189
| +42% | +$90.3K | 0.02% | 178 |
|
|
2020
Q4 | $212K | Sell |
2,827
-5,273
| -65% | -$395K | 0.01% | 196 |
|
|
2020
Q3 | $639K | Buy |
8,100
+5,374
| +197% | +$424K | 0.05% | 136 |
|
|
2020
Q2 | $221K | Sell |
2,726
-60
| -2% | -$4.86K | 0.02% | 171 |
|
|
2020
Q1 | $200K | Buy |
2,786
+60
| +2% | +$4.31K | 0.02% | 181 |
|
|
2019
Q4 | $225K | Hold |
2,726
| – | – | 0.02% | 189 |
|
|
2019
Q3 | $221K | Hold |
2,726
| – | – | 0.02% | 203 |
|
|
2019
Q2 | $211K | Sell |
2,726
-33
| -1% | -$2.55K | 0.02% | 216 |
|
|
2019
Q1 | $212K | Buy |
+2,759
| New | +$212K | 0.02% | 214 |
|
|
2018
Q4 | – | Sell |
-3,904
| Closed | -$274K | – | 227 |
|
|
2018
Q3 | $274K | Buy |
+3,904
| New | +$274K | 0.02% | 202 |
|
|
2018
Q2 | – | Sell |
-3,496
| Closed | -$236K | – | 249 |
|
|
2018
Q1 | $236K | Buy |
+3,496
| New | +$236K | 0.02% | 218 |
|