Beacon Pointe Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945K | Sell |
16,715
-2,572
| -13% | -$145K | 0.01% | 683 |
|
|
2025
Q1 | $1.08M | Buy |
19,287
+2,685
| +16% | +$151K | 0.01% | 614 |
|
|
2024
Q4 | $894K | Sell |
16,602
-5,519
| -25% | -$297K | 0.01% | 657 |
|
|
2024
Q3 | $1.28M | Buy |
22,121
+4,001
| +22% | +$231K | 0.01% | 565 |
|
|
2024
Q2 | $888K | Sell |
18,120
-7,040
| -28% | -$345K | 0.01% | 674 |
|
|
2024
Q1 | $1.24M | Sell |
25,160
-12,305
| -33% | -$605K | 0.01% | 628 |
|
|
2023
Q4 | $1.76M | Sell |
37,465
-3,059
| -8% | -$144K | 0.02% | 509 |
|
|
2023
Q3 | $1.81M | Buy |
40,524
+168
| +0.4% | +$7.51K | 0.02% | 472 |
|
|
2023
Q2 | $2.09M | Sell |
40,356
-5,332
| -12% | -$276K | 0.03% | 359 |
|
|
2023
Q1 | $2.55M | Sell |
45,688
-4,434
| -9% | -$248K | 0.04% | 341 |
|
|
2022
Q4 | $3.07M | Buy |
50,122
+7,708
| +18% | +$473K | 0.06% | 275 |
|
|
2022
Q3 | $2.93M | Sell |
42,414
-955
| -2% | -$66K | 0.07% | 243 |
|
|
2022
Q2 | $3.47M | Sell |
43,369
-23,086
| -35% | -$1.85M | 0.07% | 235 |
|
|
2022
Q1 | $5.65M | Buy |
66,455
+39,902
| +150% | +$3.39M | 0.08% | 232 |
|
|
2021
Q4 | $2.09M | Sell |
26,553
-7,976
| -23% | -$627K | 0.05% | 254 |
|
|
2021
Q3 | $2.52M | Buy |
34,529
+17,644
| +104% | +$1.29M | 0.06% | 251 |
|
|
2021
Q2 | $1.24M | Buy |
16,885
+12,959
| +330% | +$953K | 0.04% | 295 |
|
|
2021
Q1 | $300K | Buy |
+3,926
| New | +$300K | 0.02% | 386 |
|
|
2020
Q3 | – | Sell |
-6,047
| Closed | -$490K | – | 405 |
|
|
2020
Q2 | $490K | Buy |
+6,047
| New | +$490K | 0.05% | 231 |
|