Bill Few Associates’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 | $3.56M | Buy |
63,069
+2,256
| +4% | +$128K | 1.01% | 29 |
|
|
2025
Q1 | $3.41M | Buy |
60,813
+324
| +0.5% | +$18.2K | 1.22% | 26 |
|
|
2024
Q4 | $3.26M | Buy |
60,489
+3,614
| +6% | +$195K | 1.15% | 26 |
|
|
2024
Q3 | $3.29M | Buy |
56,875
+1,722
| +3% | +$99.5K | 1.17% | 25 |
|
|
2024
Q2 | $2.7M | Buy |
55,153
+3,657
| +7% | +$179K | 1.04% | 28 |
|
|
2024
Q1 | $2.53M | Buy |
51,496
+4,184
| +9% | +$206K | 1.03% | 29 |
|
|
2023
Q4 | $2.22M | Sell |
47,312
-481
| -1% | -$22.6K | 1.01% | 28 |
|
|
2023
Q3 | $2.13M | Buy |
47,793
+3,281
| +7% | +$147K | 1.12% | 28 |
|
|
2023
Q2 | $2.31M | Buy |
44,512
+1,300
| +3% | +$67.3K | 1.19% | 28 |
|
|
2023
Q1 | $2.42M | Buy |
43,212
+1,280
| +3% | +$71.6K | 1.34% | 28 |
|
|
2022
Q4 | $2.57M | Buy |
41,932
+3,955
| +10% | +$243K | 1.52% | 24 |
|
|
2022
Q3 | $2.62M | Buy |
37,977
+554
| +1% | +$38.3K | 1.78% | 20 |
|
|
2022
Q2 | $2.99M | Sell |
37,423
-349
| -0.9% | -$27.9K | 1.91% | 20 |
|
|
2022
Q1 | $3.21M | Buy |
37,772
+360
| +1% | +$30.6K | 1.75% | 22 |
|
|
2021
Q4 | $2.94M | Buy |
+37,412
| New | +$2.94M | 1.52% | 25 |
|