Bell Investment 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 | $21.5K | Buy |
380
+28
| +8% | +$1.58K | ﹤0.01% | 404 |
|
|
2025
Q1 | $19.7K | Hold |
352
| – | – | ﹤0.01% | 393 |
|
|
2024
Q4 | $19K | Buy |
352
+32
| +10% | +$1.72K | ﹤0.01% | 399 |
|
|
2024
Q3 | $18.5K | Sell |
320
-32
| -9% | -$1.85K | ﹤0.01% | 422 |
|
|
2024
Q2 | $17.2K | Buy |
352
+10
| +3% | +$490 | ﹤0.01% | 429 |
|
|
2024
Q1 | $16.8K | Buy |
342
+34
| +11% | +$1.67K | ﹤0.01% | 417 |
|
|
2023
Q4 | $14.5K | Buy |
308
+65
| +27% | +$3.06K | ﹤0.01% | 433 |
|
|
2023
Q3 | $10.9K | Sell |
243
-88
| -27% | -$3.93K | ﹤0.01% | 478 |
|
|
2023
Q2 | $17.1K | Sell |
331
-107
| -24% | -$5.54K | ﹤0.01% | 345 |
|
|
2023
Q1 | $24.5K | Buy |
438
+195
| +80% | +$10.9K | 0.01% | 267 |
|
|
2022
Q4 | $14.9K | Sell |
243
-38
| -14% | -$2.33K | ﹤0.01% | 366 |
|
|
2022
Q3 | $19K | Sell |
281
-143
| -34% | -$9.67K | 0.01% | 267 |
|
|
2022
Q2 | $34K | Buy |
+424
| New | +$34K | 0.01% | 179 |
|
|
2021
Q4 | $32K | Sell |
402
-94
| -19% | -$7.48K | 0.01% | 214 |
|
|
2021
Q3 | $36K | Buy |
+496
| New | +$36K | 0.01% | 183 |
|