Belpointe Asset 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 | $881K | Sell |
15,580
-125
| -0.8% | -$7.07K | 0.04% | 399 |
|
|
2025
Q1 | $881K | Buy |
15,705
+6,079
| +63% | +$341K | 0.05% | 369 |
|
|
2024
Q4 | $538K | Sell |
9,626
-18
| -0.2% | -$1.01K | 0.03% | 491 |
|
|
2024
Q3 | $557K | Sell |
9,644
-79
| -0.8% | -$4.57K | 0.03% | 477 |
|
|
2024
Q2 | $476K | Buy |
9,723
+464
| +5% | +$22.7K | 0.03% | 473 |
|
|
2024
Q1 | $455K | Sell |
9,259
-19
| -0.2% | -$935 | 0.03% | 457 |
|
|
2023
Q4 | $436K | Buy |
9,278
+3,077
| +50% | +$145K | 0.04% | 404 |
|
|
2023
Q3 | $277K | Sell |
6,201
-5,681
| -48% | -$254K | 0.03% | 501 |
|
|
2023
Q2 | $615K | Sell |
11,882
-1,809
| -13% | -$93.7K | 0.07% | 263 |
|
|
2023
Q1 | $765K | Sell |
13,691
-1,792
| -12% | -$100K | 0.04% | 408 |
|
|
2022
Q4 | $949K | Sell |
15,483
-3,161
| -17% | -$194K | 0.06% | 333 |
|
|
2022
Q3 | $1.29M | Buy |
18,644
+4,859
| +35% | +$336K | 0.09% | 243 |
|
|
2022
Q2 | $1.1M | Sell |
13,785
-2,257
| -14% | -$180K | 0.07% | 273 |
|
|
2022
Q1 | $1.36M | Sell |
16,042
-284
| -2% | -$24.1K | 0.08% | 258 |
|
|
2021
Q4 | $1.28M | Sell |
16,326
-681
| -4% | -$53.5K | 0.08% | 254 |
|
|
2021
Q3 | $1.24M | Sell |
17,007
-18,347
| -52% | -$1.34M | 0.08% | 253 |
|
|
2021
Q2 | $2.6M | Buy |
35,354
+23,122
| +189% | +$1.7M | 0.19% | 117 |
|
|
2021
Q1 | $930K | Sell |
12,232
-275
| -2% | -$20.9K | 0.08% | 263 |
|
|
2020
Q4 | $941K | Buy |
12,507
+2,335
| +23% | +$176K | 0.08% | 261 |
|
|
2020
Q3 | $803K | Sell |
10,172
-387
| -4% | -$30.6K | 0.09% | 244 |
|
|
2020
Q2 | $858K | Sell |
10,559
-2,009
| -16% | -$163K | 0.11% | 199 |
|
|
2020
Q1 | $907K | Buy |
12,568
+3,802
| +43% | +$274K | 0.16% | 143 |
|
|
2019
Q4 | $726K | Buy |
8,766
+6,158
| +236% | +$510K | 0.09% | 233 |
|
|
2019
Q3 | $211K | Sell |
2,608
-461
| -15% | -$37.3K | 0.03% | 458 |
|
|
2019
Q2 | $237K | Sell |
3,069
-1,178
| -28% | -$91K | 0.05% | 374 |
|
|
2019
Q1 | $325K | Buy |
+4,247
| New | +$325K | 0.06% | 231 |
|
|
2018
Q4 | – | Sell |
-2,289
| Closed | -$161K | – | 522 |
|
|
2018
Q3 | $161K | Buy |
+2,289
| New | +$161K | 0.03% | 510 |
|
|
2018
Q1 | – | Sell |
-3,842
| Closed | -$311K | – | 374 |
|
|
2017
Q4 | $311K | Buy |
3,842
+348
| +10% | +$28.2K | 0.07% | 329 |
|
|
2017
Q3 | $269K | Buy |
+3,494
| New | +$269K | 0.06% | 338 |
|