Atria Wealth Solutions’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 | $864K | Sell |
15,273
-32,080
| -68% | -$1.81M | 0.02% | 702 |
|
|
2025
Q1 | $2.66M | Sell |
47,353
-4,226
| -8% | -$237K | 0.03% | 531 |
|
|
2024
Q4 | $2.78M | Buy |
51,579
+4,476
| +10% | +$241K | 0.03% | 527 |
|
|
2024
Q3 | $2.72M | Buy |
47,103
+2,164
| +5% | +$125K | 0.03% | 521 |
|
|
2024
Q2 | $2.2M | Buy |
44,939
+1,200
| +3% | +$58.8K | 0.02% | 593 |
|
|
2024
Q1 | $2.15M | Buy |
43,739
+5,491
| +14% | +$270K | 0.02% | 607 |
|
|
2023
Q4 | $1.8M | Buy |
38,248
+2,733
| +8% | +$128K | 0.02% | 636 |
|
|
2023
Q3 | $1.59M | Sell |
35,515
-2,706
| -7% | -$121K | 0.02% | 632 |
|
|
2023
Q2 | $1.98M | Buy |
38,221
+8,862
| +30% | +$459K | 0.03% | 566 |
|
|
2023
Q1 | $1.64M | Sell |
29,359
-21,199
| -42% | -$1.19M | 0.02% | 608 |
|
|
2022
Q4 | $3.1M | Sell |
50,558
-386
| -0.8% | -$23.7K | 0.05% | 371 |
|
|
2022
Q3 | $3.52M | Buy |
50,944
+1,875
| +4% | +$130K | 0.06% | 311 |
|
|
2022
Q2 | $3.92M | Sell |
49,069
-12,923
| -21% | -$1.03M | 0.07% | 261 |
|
|
2022
Q1 | $5.27M | Buy |
+61,992
| New | +$5.27M | 0.09% | 239 |
|