Benjamin Edwards Inc’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
18,248
+8,102
| +80% | +$458K | 0.01% | 620 |
|
|
2025
Q1 | $569K | Sell |
10,146
-422
| -4% | -$23.7K | 0.01% | 745 |
|
|
2024
Q4 | $569K | Sell |
10,568
-4,900
| -32% | -$264K | 0.01% | 782 |
|
|
2024
Q3 | $894K | Buy |
15,468
+15,138
| +4,587% | +$875K | 0.01% | 625 |
|
|
2024
Q2 | $16K | Hold |
330
| – | – | ﹤0.01% | 598 |
|
|
2024
Q1 | $16K | Sell |
330
-91
| -22% | -$4.41K | ﹤0.01% | 597 |
|
|
2023
Q4 | $20K | Sell |
421
-518
| -55% | -$24.6K | ﹤0.01% | 541 |
|
|
2023
Q3 | $42K | Sell |
939
-133
| -12% | -$5.95K | 0.01% | 468 |
|
|
2023
Q2 | $56K | Sell |
1,072
-181
| -14% | -$9.46K | 0.01% | 455 |
|
|
2023
Q1 | $70K | Sell |
1,253
-3,251
| -72% | -$182K | 0.02% | 417 |
|
|
2022
Q4 | $276K | Sell |
4,504
-937
| -17% | -$57.4K | 0.07% | 228 |
|
|
2022
Q3 | $376K | Sell |
5,441
-1,462
| -21% | -$101K | 0.11% | 186 |
|
|
2022
Q2 | $551K | Sell |
6,903
-35
| -0.5% | -$2.79K | 0.16% | 158 |
|
|
2022
Q1 | $590K | Buy |
6,938
+863
| +14% | +$73.4K | 0.17% | 151 |
|
|
2021
Q4 | $477K | Buy |
6,075
+5,429
| +840% | +$426K | 0.15% | 155 |
|
|
2021
Q3 | $47K | Buy |
646
+178
| +38% | +$13K | 0.03% | 312 |
|
|
2021
Q2 | $34K | Buy |
468
+138
| +42% | +$10K | 0.02% | 298 |
|
|
2021
Q1 | $25K | Hold |
330
| – | – | 0.02% | 292 |
|
|
2020
Q4 | $25K | Sell |
330
-7,448
| -96% | -$564K | 0.02% | 286 |
|
|
2020
Q3 | $614K | Buy |
7,778
+2,236
| +40% | +$177K | 0.51% | 71 |
|
|
2020
Q2 | $450K | Buy |
5,542
+5,212
| +1,579% | +$423K | 0.38% | 89 |
|
|
2020
Q1 | $24K | Hold |
330
| – | – | 0.02% | 230 |
|
|
2019
Q4 | $27K | Hold |
330
| – | – | 0.06% | 151 |
|
|
2019
Q3 | $27K | Hold |
330
| – | – | 0.06% | 146 |
|
|
2019
Q2 | $26K | Buy |
+330
| New | +$26K | 0.06% | 150 |
|