Beck Capital 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 | $2.55M | Buy |
45,152
+1,107
| +3% | +$62.6K | 0.64% | 54 |
|
|
2025
Q1 | $2.47M | Sell |
44,045
-308
| -0.7% | -$17.3K | 0.73% | 54 |
|
|
2024
Q4 | $2.39M | Sell |
44,353
-109
| -0.2% | -$5.87K | 0.63% | 53 |
|
|
2024
Q3 | $2.57M | Buy |
44,462
+728
| +2% | +$42.1K | 0.69% | 54 |
|
|
2024
Q2 | $2.14M | Buy |
+43,734
| New | +$2.14M | 0.59% | 61 |
|
|
2020
Q1 | – | Sell |
-3,930
| Closed | -$325K | – | 75 |
|
|
2019
Q4 | $325K | Buy |
3,930
+580
| +17% | +$48K | 0.16% | 84 |
|
|
2019
Q3 | $271K | Buy |
+3,350
| New | +$271K | 0.15% | 78 |
|
|
2018
Q2 | – | Sell |
-4,395
| Closed | -$204K | – | 99 |
|
|
2018
Q1 | $204K | Buy |
+4,395
| New | +$204K | 0.09% | 108 |
|
|
2016
Q3 | – | Sell |
-5,529
| Closed | -$431K | – | 105 |
|
|
2016
Q2 | $431K | Buy |
5,529
+1,969
| +55% | +$153K | 0.27% | 74 |
|
|
2016
Q1 | $267K | Buy |
+3,560
| New | +$267K | 0.18% | 80 |
|