BCGM 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 | $714K | Buy |
12,624
+404
| +3% | +$22.8K | 0.2% | 87 |
|
|
2025
Q1 | $685K | Buy |
12,220
+1,388
| +13% | +$77.8K | 0.21% | 86 |
|
|
2024
Q4 | $583K | Sell |
10,832
-896
| -8% | -$48.3K | 0.19% | 90 |
|
|
2024
Q3 | $678K | Buy |
11,728
+119
| +1% | +$6.88K | 0.22% | 84 |
|
|
2024
Q2 | $569K | Sell |
11,609
-1,610
| -12% | -$78.9K | 0.2% | 90 |
|
|
2024
Q1 | $650K | Sell |
13,219
-621
| -4% | -$30.5K | 0.23% | 78 |
|
|
2023
Q4 | $650K | Buy |
13,840
+1,526
| +12% | +$71.7K | 0.26% | 66 |
|
|
2023
Q3 | $550K | Buy |
12,314
+2,746
| +29% | +$123K | 0.25% | 67 |
|
|
2023
Q2 | $496K | Buy |
9,568
+868
| +10% | +$45K | 0.22% | 70 |
|
|
2023
Q1 | $486K | Buy |
+8,700
| New | +$486K | 0.25% | 67 |
|
|
2022
Q4 | – | Sell |
-2,919
| Closed | -$201K | – | 109 |
|
|
2022
Q3 | $201K | Sell |
2,919
-790
| -21% | -$54.4K | 0.1% | 107 |
|
|
2022
Q2 | $304K | Sell |
3,709
-363
| -9% | -$29.8K | 0.15% | 85 |
|
|
2022
Q1 | $332K | Sell |
4,072
-6,336
| -61% | -$517K | 0.18% | 82 |
|
|
2021
Q4 | $818K | Buy |
10,408
+428
| +4% | +$33.6K | 0.44% | 53 |
|
|
2021
Q3 | $758K | Buy |
9,980
+708
| +8% | +$53.8K | 0.42% | 56 |
|
|
2021
Q2 | $694K | Buy |
9,272
+784
| +9% | +$58.7K | 0.41% | 56 |
|
|
2021
Q1 | $680K | Buy |
8,488
+1,326
| +19% | +$106K | 0.46% | 50 |
|
|
2020
Q4 | $515K | Buy |
+7,162
| New | +$515K | 0.36% | 49 |
|