Blue Trust Inc’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 | $1.25M | Buy |
22,057
+2,838
| +15% | +$160K | 0.01% | 235 |
|
|
2025
Q1 | $1.08M | Buy |
19,219
+631
| +3% | +$35.4K | 0.01% | 236 |
|
|
2024
Q4 | $1M | Sell |
18,588
-1,784
| -9% | -$96.1K | 0.01% | 235 |
|
|
2024
Q3 | $998K | Buy |
20,372
+6,621
| +48% | +$324K | 0.01% | 274 |
|
|
2024
Q2 | $676K | Buy |
13,751
+1,451
| +12% | +$71.4K | 0.01% | 291 |
|
|
2024
Q1 | $605K | Buy |
12,300
+2,500
| +26% | +$123K | 0.01% | 247 |
|
|
2023
Q4 | $437K | Buy |
9,800
+973
| +11% | +$43.4K | 0.01% | 266 |
|
|
2023
Q3 | $457K | Buy |
8,827
+883
| +11% | +$45.7K | 0.01% | 261 |
|
|
2023
Q2 | $445K | Sell |
7,944
-1,884
| -19% | -$106K | 0.01% | 246 |
|
|
2023
Q1 | $603K | Sell |
9,828
-2,712
| -22% | -$166K | 0.01% | 256 |
|
|
2022
Q4 | $866K | Buy |
12,540
+1,512
| +14% | +$104K | 0.02% | 189 |
|
|
2022
Q3 | $880K | Buy |
11,028
+1,025
| +10% | +$81.8K | 0.02% | 156 |
|
|
2022
Q2 | $850K | Buy |
+10,003
| New | +$850K | 0.01% | 151 |
|