Bragg Financial Advisors’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 | $830K | Sell |
14,692
-5,180
| -26% | -$293K | 0.03% | 226 |
|
|
2025
Q1 | $1.11M | Sell |
19,872
-4,736
| -19% | -$266K | 0.05% | 202 |
|
|
2024
Q4 | $1.33M | Sell |
24,608
-1,434
| -6% | -$77.2K | 0.05% | 190 |
|
|
2024
Q3 | $1.5M | Sell |
26,042
-9,343
| -26% | -$540K | 0.06% | 189 |
|
|
2024
Q2 | $1.73M | Sell |
35,385
-47,679
| -57% | -$2.34M | 0.08% | 177 |
|
|
2024
Q1 | $4.09M | Sell |
83,064
-11,723
| -12% | -$577K | 0.18% | 133 |
|
|
2023
Q4 | $4.45M | Sell |
94,787
-11,916
| -11% | -$560K | 0.21% | 129 |
|
|
2023
Q3 | $4.77M | Sell |
106,703
-1,807
| -2% | -$80.7K | 0.25% | 123 |
|
|
2023
Q2 | $5.62M | Sell |
108,510
-2,898
| -3% | -$150K | 0.31% | 114 |
|
|
2023
Q1 | $6.23M | Buy |
111,408
+2,609
| +2% | +$146K | 0.37% | 105 |
|
|
2022
Q4 | $6.67M | Sell |
108,799
-3,415
| -3% | -$209K | 0.41% | 101 |
|
|
2022
Q3 | $7.76M | Buy |
112,214
+2,042
| +2% | +$141K | 0.53% | 76 |
|
|
2022
Q2 | $8.79M | Buy |
110,172
+1,382
| +1% | +$110K | 0.58% | 66 |
|
|
2022
Q1 | $9.24M | Buy |
108,790
+7,822
| +8% | +$665K | 0.54% | 74 |
|
|
2021
Q4 | $7.37M | Hold |
100,968
| – | – | 0.47% | 83 |
|
|
2021
Q3 | $7.37M | Buy |
100,968
+3,228
| +3% | +$236K | 0.47% | 83 |
|
|
2021
Q2 | $7.19M | Buy |
97,740
+3,994
| +4% | +$294K | 0.46% | 88 |
|
|
2021
Q1 | $7.12M | Buy |
93,746
+4,070
| +5% | +$309K | 0.48% | 85 |
|
|
2020
Q4 | $6.74M | Buy |
89,676
+7,134
| +9% | +$537K | 0.59% | 66 |
|
|
2020
Q3 | $6.52M | Buy |
82,542
+5,148
| +7% | +$406K | 0.67% | 56 |
|
|
2020
Q2 | $6.28M | Buy |
77,394
+8,182
| +12% | +$664K | 0.7% | 53 |
|
|
2020
Q1 | $5M | Buy |
69,212
+11,164
| +19% | +$806K | 0.67% | 54 |
|
|
2019
Q4 | $4.81M | Buy |
58,048
+4,900
| +9% | +$406K | 0.54% | 67 |
|
|
2019
Q3 | $4.31M | Buy |
53,148
+3,520
| +7% | +$285K | 0.52% | 68 |
|
|
2019
Q2 | $3.84M | Buy |
49,628
+3,890
| +9% | +$301K | 0.47% | 72 |
|
|
2019
Q1 | $3.51M | Buy |
45,738
+7,250
| +19% | +$556K | 0.46% | 79 |
|
|
2018
Q4 | $2.75M | Buy |
38,488
+2,124
| +6% | +$152K | 0.41% | 87 |
|
|
2018
Q3 | $2.56M | Sell |
36,364
-126
| -0.3% | -$8.86K | 0.34% | 102 |
|
|
2018
Q2 | $2.49M | Buy |
36,490
+144
| +0.4% | +$9.82K | 0.36% | 104 |
|
|
2018
Q1 | $2.45M | Buy |
36,346
+510
| +1% | +$34.4K | 0.36% | 106 |
|
|
2017
Q4 | $2.91M | Buy |
35,836
+896
| +3% | +$72.6K | 0.42% | 89 |
|
|
2017
Q3 | $2.69M | Buy |
34,940
+1,081
| +3% | +$83.2K | 0.41% | 94 |
|
|
2017
Q2 | $2.6M | Buy |
33,859
+1,311
| +4% | +$100K | 0.41% | 100 |
|
|
2017
Q1 | $2.53M | Sell |
32,548
-475
| -1% | -$36.8K | 0.4% | 100 |
|
|
2016
Q4 | $2.53M | Sell |
33,023
-987
| -3% | -$75.6K | 0.42% | 95 |
|
|
2016
Q3 | $2.53M | Sell |
34,010
-225
| -0.7% | -$16.7K | 0.45% | 87 |
|
|
2016
Q2 | $2.67M | Sell |
34,235
-56
| -0.2% | -$4.36K | 0.48% | 87 |
|
|
2016
Q1 | $2.58M | Sell |
34,291
-180
| -0.5% | -$13.5K | 0.5% | 79 |
|
|
2015
Q4 | $2.33M | Sell |
34,471
-280
| -0.8% | -$18.9K | 0.5% | 79 |
|
|
2015
Q3 | $2.45M | Sell |
34,751
-1,277
| -4% | -$89.9K | 0.59% | 67 |
|
|
2015
Q2 | $2.41M | Sell |
36,028
-45
| -0.1% | -$3.01K | 0.55% | 69 |
|
|
2015
Q1 | $2.56M | Buy |
36,073
+435
| +1% | +$30.8K | 0.59% | 67 |
|
|
2014
Q4 | $2.74M | Sell |
35,638
-615
| -2% | -$47.3K | 0.66% | 58 |
|
|
2014
Q3 | $2.51M | Sell |
36,253
-1,635
| -4% | -$113K | 0.63% | 59 |
|
|
2014
Q2 | $2.71M | Sell |
37,888
-1,240
| -3% | -$88.7K | 0.65% | 59 |
|
|
2014
Q1 | $2.78M | Sell |
39,128
-495
| -1% | -$35.1K | 0.68% | 51 |
|
|
2013
Q4 | $2.56M | Buy |
+39,623
| New | +$2.56M | 0.62% | 56 |
|