B. Riley Wealth 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 | $476K | Buy |
+8,415
| New | +$476K | 0.02% | 532 |
|
|
2024
Q4 | $2.05M | Sell |
38,086
-1,762
| -4% | -$94.9K | 0.07% | 275 |
|
|
2024
Q3 | $2.31M | Buy |
39,848
+2,177
| +6% | +$126K | 0.06% | 287 |
|
|
2024
Q2 | $1.85M | Sell |
37,671
-11,414
| -23% | -$559K | 0.05% | 365 |
|
|
2024
Q1 | $2.19M | Buy |
49,085
+16,336
| +50% | +$730K | 0.06% | 321 |
|
|
2023
Q4 | $1.54M | Sell |
32,749
-16,336
| -33% | -$768K | 0.04% | 418 |
|
|
2023
Q3 | $2.19M | Buy |
49,085
+4,208
| +9% | +$188K | 0.06% | 321 |
|
|
2023
Q2 | $2.32M | Buy |
44,877
+4,819
| +12% | +$250K | 0.05% | 329 |
|
|
2023
Q1 | $2.24M | Buy |
40,058
+5,946
| +17% | +$332K | 0.06% | 316 |
|
|
2022
Q4 | $2.09M | Sell |
34,112
-3,420
| -9% | -$210K | 0.06% | 325 |
|
|
2022
Q3 | $2.59M | Buy |
37,532
+22,105
| +143% | +$1.53M | 0.08% | 252 |
|
|
2022
Q2 | $1.23M | Sell |
15,427
-4,952
| -24% | -$395K | 0.05% | 346 |
|
|
2022
Q1 | $1.73M | Buy |
20,379
+1,242
| +6% | +$106K | 0.06% | 334 |
|
|
2021
Q4 | $1.5M | Sell |
19,137
-362
| -2% | -$28.5K | 0.04% | 422 |
|
|
2021
Q3 | $1.42M | Sell |
19,499
-249
| -1% | -$18.2K | 0.05% | 417 |
|
|
2021
Q2 | $1.45M | Sell |
19,748
-113
| -0.6% | -$8.31K | 0.05% | 411 |
|
|
2021
Q1 | $1.51M | Buy |
19,861
+8,491
| +75% | +$645K | 0.05% | 378 |
|
|
2020
Q4 | $856K | Buy |
11,370
+2,425
| +27% | +$183K | 0.05% | 374 |
|
|
2020
Q3 | $710K | Sell |
8,945
-7,246
| -45% | -$575K | 0.04% | 407 |
|
|
2020
Q2 | $1.32M | Sell |
16,191
-1,732
| -10% | -$141K | 0.09% | 229 |
|
|
2020
Q1 | $1.29M | Sell |
17,923
-901
| -5% | -$65.1K | 0.11% | 190 |
|
|
2019
Q4 | $1.56M | Buy |
18,824
+3,396
| +22% | +$281K | 0.13% | 173 |
|
|
2019
Q3 | $1.25M | Buy |
15,428
+430
| +3% | +$34.9K | 0.12% | 191 |
|
|
2019
Q2 | $1.16M | Buy |
14,998
+2,258
| +18% | +$175K | 0.13% | 183 |
|
|
2019
Q1 | $975K | Buy |
12,740
+629
| +5% | +$48.1K | 0.12% | 188 |
|
|
2018
Q4 | $866K | Buy |
12,111
+897
| +8% | +$64.1K | 0.12% | 178 |
|
|
2018
Q3 | $789K | Sell |
11,214
-485
| -4% | -$34.1K | 0.09% | 229 |
|
|
2018
Q2 | $798K | Buy |
11,699
+2,075
| +22% | +$142K | 0.11% | 211 |
|
|
2018
Q1 | $650K | Buy |
9,624
+553
| +6% | +$37.3K | 0.09% | 242 |
|
|
2017
Q4 | $736K | Buy |
9,071
+352
| +4% | +$28.6K | 0.1% | 229 |
|
|
2017
Q3 | $671K | Buy |
8,719
+2,058
| +31% | +$158K | 0.11% | 201 |
|
|
2017
Q2 | $511K | Sell |
6,661
-546
| -8% | -$41.9K | 0.09% | 247 |
|
|
2017
Q1 | $560K | Sell |
7,207
-659
| -8% | -$51.2K | 0.11% | 215 |
|
|
2016
Q4 | $603K | Sell |
7,866
-364
| -4% | -$27.9K | 0.12% | 204 |
|
|
2016
Q3 | $612K | Buy |
8,230
+20
| +0.2% | +$1.49K | 0.12% | 209 |
|
|
2016
Q2 | $640K | Buy |
8,210
+81
| +1% | +$6.31K | 0.13% | 202 |
|
|
2016
Q1 | $611K | Sell |
8,129
-237
| -3% | -$17.8K | 0.14% | 181 |
|
|
2015
Q4 | $566K | Buy |
8,366
+172
| +2% | +$11.6K | 0.11% | 211 |
|
|
2015
Q3 | $577K | Buy |
8,194
+1,371
| +20% | +$96.5K | 0.14% | 206 |
|
|
2015
Q2 | $457K | Sell |
6,823
-183
| -3% | -$12.3K | 0.11% | 227 |
|
|
2015
Q1 | $497K | Sell |
7,006
-4,629
| -40% | -$328K | 0.12% | 225 |
|
|
2014
Q4 | $4.96K | Buy |
11,635
+5,986
| +106% | +$2.55K | 0.11% | 248 |
|
|
2014
Q3 | $390K | Sell |
5,649
-6,258
| -53% | -$432K | 0.1% | 267 |
|
|
2014
Q2 | $475K | Buy |
11,907
+5,661
| +91% | +$226K | 0.11% | 204 |
|
|
2014
Q1 | $443K | Buy |
6,246
+732
| +13% | +$51.9K | 0.13% | 172 |
|
|
2013
Q4 | $357K | Sell |
5,514
-22
| -0.4% | -$1.42K | 0.11% | 199 |
|
|
2013
Q3 | $346K | Sell |
5,536
-820
| -13% | -$51.3K | 0.12% | 196 |
|
|
2013
Q2 | $361K | Buy |
+6,356
| New | +$361K | 0.12% | 193 |
|