Atticus Wealth Management’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 | $33.5K | Hold |
593
| – | – | 0.01% | 362 |
|
|
2025
Q1 | $33.3K | Hold |
593
| – | – | 0.01% | 268 |
|
|
2024
Q4 | $31.9K | Hold |
593
| – | – | 0.01% | 286 |
|
|
2024
Q3 | $34.3K | Hold |
593
| – | – | 0.01% | 277 |
|
|
2024
Q2 | $29.1K | Hold |
593
| – | – | 0.01% | 279 |
|
|
2024
Q1 | $29.2K | Hold |
593
| – | – | 0.01% | 288 |
|
|
2023
Q4 | $27.9K | Hold |
593
| – | – | 0.01% | 300 |
|
|
2023
Q3 | $26.5K | Sell |
593
-573
| -49% | -$25.6K | 0.01% | 312 |
|
|
2023
Q2 | $60.4K | Hold |
1,166
| – | – | 0.02% | 243 |
|
|
2023
Q1 | $65.2K | Sell |
1,166
-936
| -45% | -$52.3K | 0.02% | 220 |
|
|
2022
Q4 | $129K | Sell |
2,102
-563
| -21% | -$34.5K | 0.05% | 162 |
|
|
2022
Q3 | $213K | Hold |
2,665
| – | – | 0.1% | 112 |
|
|
2022
Q2 | $213K | Buy |
2,665
+5
| +0.2% | +$400 | 0.09% | 128 |
|
|
2022
Q1 | $226K | Buy |
2,660
+4
| +0.2% | +$340 | 0.08% | 135 |
|
|
2021
Q4 | $209K | Buy |
2,656
+24
| +0.9% | +$1.89K | 0.08% | 119 |
|
|
2021
Q3 | $192K | Buy |
2,632
+105
| +4% | +$7.66K | 0.08% | 105 |
|
|
2021
Q2 | $186K | Buy |
2,527
+4
| +0.2% | +$294 | 0.08% | 119 |
|
|
2021
Q1 | $192K | Buy |
2,523
+35
| +1% | +$2.66K | 0.09% | 111 |
|
|
2020
Q4 | $187K | Buy |
2,488
+4
| +0.2% | +$301 | 0.09% | 102 |
|
|
2020
Q3 | $196K | Buy |
2,484
+256
| +11% | +$20.2K | 0.12% | 87 |
|
|
2020
Q2 | $181K | Buy |
2,228
+6
| +0.3% | +$487 | 0.12% | 90 |
|
|
2020
Q1 | $160K | Buy |
2,222
+7
| +0.3% | +$504 | 0.13% | 89 |
|
|
2019
Q4 | $183K | Buy |
+2,215
| New | +$183K | 0.12% | 87 |
|