Bartlett & Co 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 | $137K | Sell |
2,431
-1
| -0% | -$57 | ﹤0.01% | 489 |
|
|
2025
Q1 | $136K | Sell |
2,432
-832
| -25% | -$46.7K | ﹤0.01% | 491 |
|
|
2024
Q4 | $176K | Sell |
3,264
-2,722
| -45% | -$147K | ﹤0.01% | 462 |
|
|
2024
Q3 | $346K | Hold |
5,986
| – | – | 0.01% | 380 |
|
|
2024
Q2 | $293K | Sell |
5,986
-74
| -1% | -$3.63K | ﹤0.01% | 398 |
|
|
2024
Q1 | $298K | Sell |
6,060
-46
| -0.8% | -$2.26K | ﹤0.01% | 403 |
|
|
2023
Q4 | $287K | Sell |
6,106
-500
| -8% | -$23.5K | ﹤0.01% | 423 |
|
|
2023
Q3 | $295K | Sell |
6,606
-1,243
| -16% | -$55.5K | 0.01% | 402 |
|
|
2023
Q2 | $407K | Buy |
7,849
+1,330
| +20% | +$68.9K | 0.01% | 368 |
|
|
2023
Q1 | $364K | Sell |
6,519
-1,335
| -17% | -$74.6K | 0.01% | 315 |
|
|
2022
Q4 | $482K | Sell |
7,854
-173
| -2% | -$10.6K | 0.01% | 297 |
|
|
2022
Q3 | $555K | Sell |
8,027
-26
| -0.3% | -$1.8K | 0.01% | 270 |
|
|
2022
Q2 | $643K | Buy |
8,053
+47
| +0.6% | +$3.75K | 0.01% | 251 |
|
|
2022
Q1 | $680K | Sell |
8,006
-325
| -4% | -$27.6K | 0.01% | 263 |
|
|
2021
Q4 | $654K | Buy |
8,331
+150
| +2% | +$11.8K | 0.01% | 271 |
|
|
2021
Q3 | $597K | Sell |
8,181
-3,760
| -31% | -$275K | 0.01% | 244 |
|
|
2021
Q2 | $879K | Buy |
11,941
+686
| +6% | +$50.5K | 0.02% | 217 |
|
|
2021
Q1 | $855K | Sell |
11,255
-2,319
| -17% | -$176K | 0.02% | 213 |
|
|
2020
Q4 | $1.02M | Sell |
13,574
-8,436
| -38% | -$634K | 0.02% | 199 |
|
|
2020
Q3 | $1.74M | Buy |
22,010
+2,539
| +13% | +$200K | 0.04% | 163 |
|
|
2020
Q2 | $1.58M | Sell |
19,471
-103
| -0.5% | -$8.36K | 0.04% | 166 |
|
|
2020
Q1 | $1.41M | Hold |
19,574
| – | – | 0.04% | 173 |
|
|
2019
Q4 | $1.62M | Sell |
19,574
-448
| -2% | -$37.1K | 0.04% | 182 |
|
|
2019
Q3 | $1.62M | Buy |
20,022
+17,646
| +743% | +$1.43M | 0.04% | 180 |
|
|
2019
Q2 | $184K | Hold |
2,376
| – | – | 0.01% | 262 |
|
|
2019
Q1 | $182K | Hold |
2,376
| – | – | 0.01% | 259 |
|
|
2018
Q4 | $170K | Hold |
2,376
| – | – | 0.01% | 261 |
|
|
2018
Q3 | $167K | Hold |
2,376
| – | – | 0.01% | 273 |
|
|
2018
Q2 | $162K | Sell |
2,376
-70
| -3% | -$4.77K | 0.01% | 270 |
|
|
2018
Q1 | $165K | Buy |
+2,446
| New | +$165K | 0.01% | 270 |
|