Buckingham Strategic Wealth’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $613K | Buy |
12,510
+49
| +0.4% | +$2.4K | 0.01% | 427 |
|
|
2024
Q1 | $613K | Sell |
12,461
-2,095
| -14% | -$103K | 0.01% | 420 |
|
|
2023
Q4 | $684K | Sell |
14,556
-6,842
| -32% | -$322K | 0.01% | 384 |
|
|
2023
Q3 | $956K | Buy |
21,398
+482
| +2% | +$21.5K | 0.01% | 297 |
|
|
2023
Q2 | $1.08M | Buy |
20,916
+1,350
| +7% | +$69.9K | 0.02% | 291 |
|
|
2023
Q1 | $1.2M | Hold |
19,566
| – | – | 0.02% | 243 |
|
|
2022
Q4 | $1.2M | Buy |
19,566
+2,685
| +16% | +$165K | 0.02% | 244 |
|
|
2022
Q3 | $1.17M | Sell |
16,881
-1,794
| -10% | -$124K | 0.02% | 237 |
|
|
2022
Q2 | $1.49M | Buy |
18,675
+751
| +4% | +$59.9K | 0.03% | 211 |
|
|
2022
Q1 | $1.52M | Sell |
17,924
-2,617
| -13% | -$222K | 0.03% | 218 |
|
|
2021
Q4 | $1.61M | Buy |
20,541
+10
| +0% | +$786 | 0.03% | 212 |
|
|
2021
Q3 | $1.5M | Sell |
20,531
-902
| -4% | -$65.9K | 0.03% | 212 |
|
|
2021
Q2 | $1.58M | Sell |
21,433
-2,528
| -11% | -$186K | 0.04% | 203 |
|
|
2021
Q1 | $1.82M | Sell |
23,961
-4,058
| -14% | -$308K | 0.09% | 158 |
|
|
2020
Q4 | $2.11M | Buy |
28,019
+3,100
| +12% | +$233K | 0.11% | 140 |
|
|
2020
Q3 | $1.97M | Buy |
24,919
+3,932
| +19% | +$310K | 0.15% | 112 |
|
|
2020
Q2 | $1.7M | Sell |
20,987
-10,758
| -34% | -$873K | 0.16% | 104 |
|
|
2020
Q1 | $2.29M | Buy |
31,745
+7,651
| +32% | +$552K | 0.22% | 86 |
|
|
2019
Q4 | $2M | Sell |
24,094
-595
| -2% | -$49.3K | 0.19% | 95 |
|
|
2019
Q3 | $2M | Buy |
24,689
+49
| +0.2% | +$3.97K | 0.22% | 91 |
|
|
2019
Q2 | $1.91M | Buy |
24,640
+1,025
| +4% | +$79.2K | 0.21% | 93 |
|
|
2019
Q1 | $1.81M | Buy |
23,615
+815
| +4% | +$62.5K | 0.23% | 89 |
|
|
2018
Q4 | $1.63M | Buy |
22,800
+283
| +1% | +$20.2K | 0.25% | 78 |
|
|
2018
Q3 | $1.58M | Sell |
22,517
-94
| -0.4% | -$6.6K | 0.24% | 89 |
|
|
2018
Q2 | $1.54M | Buy |
22,611
+2,549
| +13% | +$174K | 0.25% | 90 |
|
|
2018
Q1 | $1.35M | Buy |
20,062
+11,874
| +145% | +$801K | 0.26% | 85 |
|
|
2017
Q4 | $664K | Buy |
8,188
+1,551
| +23% | +$126K | 0.14% | 136 |
|
|
2017
Q3 | $511K | Sell |
6,637
-1,390
| -17% | -$107K | 0.12% | 152 |
|
|
2017
Q2 | $615K | Buy |
+8,027
| New | +$615K | 0.14% | 131 |
|