BWL
Bogart Wealth LLC’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.71M | Buy |
136,431
+132,580
| +3,443% | +$7.49M | 0.33% | 70 |
|
|
2025
Q1 | $216K | Sell |
3,851
-7
| -0.2% | -$392 | 0.01% | 215 |
|
|
2024
Q4 | $208K | Sell |
3,858
-689
| -15% | -$37.1K | 0.01% | 216 |
|
|
2024
Q3 | $263K | Sell |
4,547
-302
| -6% | -$17.5K | 0.01% | 193 |
|
|
2024
Q2 | $238K | Sell |
4,849
-282
| -5% | -$13.8K | 0.01% | 198 |
|
|
2024
Q1 | $252K | Sell |
5,131
-1,819
| -26% | -$89.5K | 0.01% | 187 |
|
|
2023
Q4 | $327K | Buy |
6,950
+60
| +0.9% | +$2.82K | 0.02% | 170 |
|
|
2023
Q3 | $308K | Sell |
6,890
-132,564
| -95% | -$5.92M | 0.02% | 170 |
|
|
2023
Q2 | $7.22M | Buy |
139,454
+862
| +0.6% | +$44.6K | 0.46% | 53 |
|
|
2023
Q1 | $7.75M | Buy |
138,592
+11,334
| +9% | +$634K | 0.52% | 43 |
|
|
2022
Q4 | $7.8M | Buy |
127,258
+3,726
| +3% | +$228K | 0.54% | 39 |
|
|
2022
Q3 | $8.54M | Buy |
123,532
+15,751
| +15% | +$1.09M | 0.71% | 27 |
|
|
2022
Q2 | $8.6M | Buy |
107,781
+14,292
| +15% | +$1.14M | 0.75% | 28 |
|
|
2022
Q1 | $7.94M | Buy |
93,489
+11,001
| +13% | +$935K | 0.68% | 21 |
|
|
2021
Q4 | $6.48M | Buy |
82,488
+5,573
| +7% | +$438K | 0.59% | 32 |
|
|
2021
Q3 | $5.62M | Buy |
76,915
+8,205
| +12% | +$599K | 0.57% | 32 |
|
|
2021
Q2 | $5.06M | Buy |
68,710
+9,508
| +16% | +$700K | 0.55% | 34 |
|
|
2021
Q1 | $4.5M | Buy |
59,202
+20,723
| +54% | +$1.57M | 0.63% | 28 |
|
|
2020
Q4 | $2.89M | Buy |
38,479
+2,868
| +8% | +$216K | 0.54% | 34 |
|
|
2020
Q3 | $2.81M | Sell |
35,611
-477
| -1% | -$37.6K | 0.62% | 27 |
|
|
2020
Q2 | $2.93M | Sell |
36,088
-114
| -0.3% | -$9.26K | 0.69% | 24 |
|
|
2020
Q1 | $2.61M | Sell |
36,202
-871
| -2% | -$62.9K | 0.71% | 21 |
|
|
2019
Q4 | $3.07M | Buy |
37,073
+1,777
| +5% | +$147K | 0.98% | 17 |
|
|
2019
Q3 | $2.86M | Buy |
35,296
+33,054
| +1,474% | +$2.68M | 1.41% | 13 |
|
|
2019
Q2 | $173K | Buy |
2,242
+128
| +6% | +$9.88K | 0.1% | 98 |
|
|
2019
Q1 | $162K | Hold |
2,114
| – | – | 0.08% | 96 |
|
|
2018
Q4 | $151K | Hold |
2,114
| – | – | 0.08% | 84 |
|
|
2018
Q3 | $149K | Sell |
2,114
-27
| -1% | -$1.9K | 0.09% | 84 |
|
|
2018
Q2 | $145K | Buy |
2,141
+66
| +3% | +$4.47K | 0.09% | 83 |
|
|
2018
Q1 | $140K | Sell |
2,075
-185
| -8% | -$12.5K | 0.08% | 86 |
|
|
2017
Q4 | $183K | Sell |
2,260
-226
| -9% | -$18.3K | 0.12% | 69 |
|
|
2017
Q3 | $191K | Buy |
+2,486
| New | +$191K | 0.14% | 65 |
|