Atwood & Palmer’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 | $56.5K | Hold |
1,000
| – | – | ﹤0.01% | 231 |
|
|
2025
Q1 | $56.1K | Hold |
1,000
| – | – | ﹤0.01% | 217 |
|
|
2024
Q4 | $53.9K | Hold |
1,000
| – | – | ﹤0.01% | 217 |
|
|
2024
Q3 | $57.8K | Hold |
1,000
| – | – | ﹤0.01% | 214 |
|
|
2024
Q2 | $49K | Hold |
1,000
| – | – | ﹤0.01% | 225 |
|
|
2024
Q1 | $49.2K | Hold |
1,000
| – | – | ﹤0.01% | 212 |
|
|
2023
Q4 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 220 |
|
|
2023
Q3 | $44.7K | Hold |
1,000
| – | – | ﹤0.01% | 216 |
|
|
2023
Q2 | $51.8K | Hold |
1,000
| – | – | ﹤0.01% | 218 |
|
|
2023
Q1 | $55.9K | Hold |
1,000
| – | – | 0.01% | 201 |
|
|
2022
Q4 | $61.3K | Hold |
1,000
| – | – | 0.01% | 202 |
|
|
2022
Q3 | $69K | Hold |
1,000
| – | – | 0.01% | 188 |
|
|
2022
Q2 | $80K | Hold |
1,000
| – | – | 0.01% | 182 |
|
|
2022
Q1 | $85K | Sell |
1,000
-32
| -3% | -$2.72K | 0.01% | 188 |
|
|
2021
Q4 | $81K | Hold |
1,032
| – | – | 0.01% | 198 |
|
|
2021
Q3 | $75K | Buy |
1,032
+32
| +3% | +$2.33K | 0.01% | 198 |
|
|
2021
Q2 | $74K | Sell |
1,000
-189
| -16% | -$14K | 0.01% | 199 |
|
|
2021
Q1 | $90K | Buy |
1,189
+189
| +19% | +$14.3K | 0.01% | 186 |
|
|
2020
Q4 | $75K | Sell |
1,000
-100
| -9% | -$7.5K | 0.01% | 184 |
|
|
2020
Q3 | $87K | Hold |
1,100
| – | – | 0.01% | 165 |
|
|
2020
Q2 | $89K | Hold |
1,100
| – | – | 0.01% | 161 |
|
|
2020
Q1 | $79K | Hold |
1,100
| – | – | 0.01% | 160 |
|
|
2019
Q4 | $91K | Hold |
1,100
| – | – | 0.01% | 162 |
|
|
2019
Q3 | $89K | Hold |
1,100
| – | – | 0.01% | 168 |
|
|
2019
Q2 | $85K | Hold |
1,100
| – | – | 0.01% | 161 |
|
|
2019
Q1 | $84K | Hold |
1,100
| – | – | 0.01% | 160 |
|
|
2018
Q4 | $79K | Hold |
1,100
| – | – | 0.01% | 159 |
|
|
2018
Q3 | $77K | Hold |
1,100
| – | – | 0.01% | 166 |
|
|
2018
Q2 | $75K | Hold |
1,100
| – | – | 0.01% | 164 |
|
|
2018
Q1 | $74K | Sell |
1,100
-100
| -8% | -$6.73K | 0.01% | 164 |
|
|
2017
Q4 | $97K | Hold |
1,200
| – | – | 0.01% | 156 |
|
|
2017
Q3 | $92K | Sell |
1,200
-167
| -12% | -$12.8K | 0.01% | 156 |
|
|
2017
Q2 | $105K | Hold |
1,367
| – | – | 0.02% | 151 |
|
|
2017
Q1 | $106K | Sell |
1,367
-300
| -18% | -$23.3K | 0.02% | 145 |
|
|
2016
Q4 | $128K | Hold |
1,667
| – | – | 0.02% | 127 |
|
|
2016
Q3 | $124K | Hold |
1,667
| – | – | 0.02% | 135 |
|
|
2016
Q2 | $130K | Hold |
1,667
| – | – | 0.02% | 135 |
|
|
2016
Q1 | $125K | Hold |
1,667
| – | – | 0.02% | 133 |
|
|
2015
Q4 | $113K | Hold |
1,667
| – | – | 0.02% | 151 |
|
|
2015
Q3 | $117K | Sell |
1,667
-66
| -4% | -$4.63K | 0.02% | 145 |
|
|
2015
Q2 | $116K | Hold |
1,733
| – | – | 0.02% | 150 |
|
|
2015
Q1 | $123K | Buy |
1,733
+1,533
| +767% | +$109K | 0.02% | 143 |
|
|
2014
Q4 | $16K | Sell |
200
-1,600
| -89% | -$128K | ﹤0.01% | 266 |
|
|
2014
Q3 | $124K | Buy |
1,800
+200
| +13% | +$13.8K | 0.02% | 153 |
|
|
2014
Q2 | $114K | Buy |
+1,600
| New | +$114K | 0.03% | 150 |
|