Blue Bell Private Wealth 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 | – | Sell |
-585
| Closed | -$32.8K | – | 737 |
|
|
2025
Q1 | $32.8K | Hold |
585
| – | – | 0.01% | 419 |
|
|
2024
Q4 | $31.5K | Sell |
585
-47
| -7% | -$2.53K | 0.01% | 406 |
|
|
2024
Q3 | $36.5K | Buy |
632
+55
| +10% | +$3.18K | 0.01% | 401 |
|
|
2024
Q2 | $28.3K | Hold |
577
| – | – | 0.01% | 422 |
|
|
2024
Q1 | $28.4K | Buy |
577
+18
| +3% | +$885 | 0.01% | 426 |
|
|
2023
Q4 | $26.3K | Hold |
559
| – | – | 0.01% | 398 |
|
|
2023
Q3 | $25K | Hold |
559
| – | – | 0.01% | 332 |
|
|
2023
Q2 | $29K | Hold |
559
| – | – | 0.01% | 318 |
|
|
2023
Q1 | $31.3K | Hold |
559
| – | – | 0.01% | 272 |
|
|
2022
Q4 | $34.3K | Hold |
559
| – | – | 0.01% | 250 |
|
|
2022
Q3 | $39K | Hold |
559
| – | – | 0.01% | 226 |
|
|
2022
Q2 | $45K | Hold |
559
| – | – | 0.02% | 222 |
|
|
2022
Q1 | $47K | Hold |
559
| – | – | 0.01% | 226 |
|
|
2021
Q4 | $44K | Buy |
+559
| New | +$44K | 0.01% | 217 |
|
|
2016
Q4 | – | Sell |
-596
| Closed | -$45K | – | 296 |
|
|
2016
Q3 | $45K | Sell |
596
-123
| -17% | -$9.29K | 0.03% | 216 |
|
|
2016
Q2 | $57K | Sell |
719
-1,000
| -58% | -$79.3K | 0.04% | 197 |
|
|
2016
Q1 | $129K | Buy |
1,719
+1,219
| +244% | +$91.5K | 0.09% | 123 |
|
|
2015
Q4 | $34K | Hold |
500
| – | – | 0.02% | 249 |
|
|
2015
Q3 | $35K | Hold |
500
| – | – | 0.02% | 254 |
|
|
2015
Q2 | $33K | Hold |
500
| – | – | 0.02% | 263 |
|
|
2015
Q1 | $35K | Hold |
500
| – | – | 0.02% | 255 |
|
|
2014
Q4 | $38K | Hold |
500
| – | – | 0.02% | 254 |
|
|
2014
Q3 | $35K | Hold |
500
| – | – | 0.02% | 273 |
|
|
2014
Q2 | $36K | Hold |
500
| – | – | 0.02% | 258 |
|
|
2014
Q1 | $35K | Hold |
500
| – | – | 0.02% | 232 |
|
|
2013
Q4 | $32K | Buy |
+500
| New | +$32K | 0.02% | 246 |
|