Avantax Advisory Services’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 | $4.02M | Buy |
71,148
+3,975
| +6% | +$225K | 0.02% | 526 |
|
|
2025
Q1 | $3.77M | Buy |
67,173
+2,404
| +4% | +$135K | 0.02% | 507 |
|
|
2024
Q4 | $3.49M | Buy |
64,769
+3,112
| +5% | +$168K | 0.02% | 505 |
|
|
2024
Q3 | $3.56M | Sell |
61,657
-4,977
| -7% | -$288K | 0.02% | 491 |
|
|
2024
Q2 | $3.27M | Buy |
66,634
+25,495
| +62% | +$1.25M | 0.02% | 496 |
|
|
2024
Q1 | $2.02M | Sell |
41,139
-12,438
| -23% | -$612K | 0.02% | 537 |
|
|
2023
Q4 | $2.52M | Sell |
53,577
-2,601
| -5% | -$122K | 0.03% | 446 |
|
|
2023
Q3 | $2.51M | Buy |
56,178
+392
| +0.7% | +$17.5K | 0.03% | 398 |
|
|
2023
Q2 | $2.89M | Sell |
55,786
-60,918
| -52% | -$3.15M | 0.03% | 361 |
|
|
2023
Q1 | $6.52M | Buy |
116,704
+7,326
| +7% | +$410K | 0.08% | 190 |
|
|
2022
Q4 | $6.71M | Buy |
109,378
+5,318
| +5% | +$326K | 0.09% | 180 |
|
|
2022
Q3 | $7.19M | Buy |
104,060
+18,436
| +22% | +$1.27M | 0.11% | 147 |
|
|
2022
Q2 | $6.83M | Buy |
85,624
+7,453
| +10% | +$595K | 0.1% | 154 |
|
|
2022
Q1 | $6.64M | Buy |
78,171
+8,932
| +13% | +$759K | 0.09% | 158 |
|
|
2021
Q4 | $5.44M | Buy |
69,239
+7,531
| +12% | +$592K | 0.08% | 183 |
|
|
2021
Q3 | $4.5M | Buy |
61,708
+8,781
| +17% | +$640K | 0.08% | 192 |
|
|
2021
Q2 | $3.89M | Buy |
52,927
+8,947
| +20% | +$657K | 0.07% | 205 |
|
|
2021
Q1 | $3.35M | Buy |
43,980
+5,294
| +14% | +$403K | 0.07% | 202 |
|
|
2020
Q4 | $2.91M | Sell |
38,686
-37,810
| -49% | -$2.84M | 0.07% | 199 |
|
|
2020
Q3 | $6.04M | Buy |
76,496
+40,929
| +115% | +$3.23M | 0.1% | 178 |
|
|
2020
Q2 | $2.89M | Buy |
35,567
+1,624
| +5% | +$132K | 0.08% | 171 |
|
|
2020
Q1 | $2.45M | Buy |
33,943
+3,733
| +12% | +$270K | 0.07% | 163 |
|
|
2019
Q4 | $2.5M | Buy |
30,210
+8,968
| +42% | +$743K | 0.06% | 181 |
|
|
2019
Q3 | $1.72M | Buy |
21,242
+3,728
| +21% | +$302K | 0.07% | 144 |
|
|
2019
Q2 | $1.35M | Buy |
17,514
+1,850
| +12% | +$143K | 0.06% | 158 |
|
|
2019
Q1 | $1.2M | Buy |
15,664
+859
| +6% | +$65.9K | 0.06% | 155 |
|
|
2018
Q4 | $1.06M | Buy |
+14,805
| New | +$1.06M | 0.18% | 125 |
|