Atlas Capital 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 | $2.37K | Hold |
42
| – | – | ﹤0.01% | 857 |
|
|
2025
Q1 | $2.35K | Hold |
42
| – | – | ﹤0.01% | 901 |
|
|
2024
Q4 | $2.26K | Buy |
42
+14
| +50% | +$754 | ﹤0.01% | 867 |
|
|
2024
Q3 | $1.62K | Hold |
28
| – | – | ﹤0.01% | 831 |
|
|
2024
Q2 | $1.37K | Hold |
28
| – | – | ﹤0.01% | 838 |
|
|
2024
Q1 | $1.38K | Hold |
28
| – | – | ﹤0.01% | 821 |
|
|
2023
Q4 | $1.32K | Hold |
28
| – | – | ﹤0.01% | 841 |
|
|
2023
Q3 | $1.25K | Hold |
28
| – | – | ﹤0.01% | 820 |
|
|
2023
Q2 | $1.45K | Hold |
28
| – | – | ﹤0.01% | 834 |
|
|
2023
Q1 | $1.57K | Hold |
28
| – | – | ﹤0.01% | 844 |
|
|
2022
Q4 | $1.72K | Hold |
28
| – | – | ﹤0.01% | 839 |
|
|
2022
Q3 | $1.94K | Hold |
28
| – | – | ﹤0.01% | 835 |
|
|
2022
Q2 | $2.23K | Hold |
28
| – | – | ﹤0.01% | 905 |
|
|
2022
Q1 | $2.38K | Hold |
28
| – | – | ﹤0.01% | 836 |
|
|
2021
Q4 | $2.2K | Hold |
28
| – | – | ﹤0.01% | 843 |
|
|
2021
Q3 | $2.04K | Hold |
28
| – | – | ﹤0.01% | 862 |
|
|
2021
Q2 | $2.06K | Buy |
+28
| New | +$2.06K | ﹤0.01% | 876 |
|
|
2019
Q3 | – | Sell |
-88
| Closed | -$6.8K | – | 650 |
|
|
2019
Q2 | $6.8K | Sell |
88
-216
| -71% | -$16.7K | ﹤0.01% | 611 |
|
|
2019
Q1 | $23.3K | Buy |
+304
| New | +$23.3K | 0.01% | 471 |
|
|
2018
Q2 | – | Sell |
-139
| Closed | -$9.37K | – | 524 |
|
|
2018
Q1 | $9.37K | Buy |
+139
| New | +$9.37K | ﹤0.01% | 484 |
|