Capital Analysts LLC’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 | $366K | Hold |
6,478
| – | – | 0.01% | 434 |
|
|
2025
Q1 | $364K | Buy |
6,478
+81
| +1% | +$4.55K | 0.01% | 420 |
|
|
2024
Q4 | $345K | Buy |
6,397
+1,004
| +19% | +$54.1K | 0.01% | 391 |
|
|
2024
Q3 | $312K | Sell |
5,393
-35
| -0.6% | -$2.03K | 0.01% | 388 |
|
|
2024
Q2 | $266K | Buy |
5,428
+990
| +22% | +$48.5K | 0.01% | 417 |
|
|
2024
Q1 | $218K | Sell |
4,438
-20
| -0.4% | -$982 | 0.01% | 423 |
|
|
2023
Q4 | $210K | Sell |
4,458
-788
| -15% | -$37.1K | 0.01% | 412 |
|
|
2023
Q3 | $234K | Buy |
5,246
+737
| +16% | +$32.9K | 0.01% | 375 |
|
|
2023
Q2 | $234K | Buy |
4,509
+504
| +13% | +$26.2K | 0.01% | 362 |
|
|
2023
Q1 | $224K | Sell |
4,005
-304
| -7% | -$17K | 0.01% | 366 |
|
|
2022
Q4 | $264K | Buy |
4,309
+1,452
| +51% | +$89K | 0.02% | 367 |
|
|
2022
Q3 | $197K | Sell |
2,857
-27
| -0.9% | -$1.86K | 0.01% | 356 |
|
|
2022
Q2 | $230K | Sell |
2,884
-30
| -1% | -$2.39K | 0.02% | 329 |
|
|
2022
Q1 | $248K | Sell |
2,914
-11
| -0.4% | -$936 | 0.02% | 321 |
|
|
2021
Q4 | $230K | Buy |
2,925
+16
| +0.6% | +$1.26K | 0.01% | 329 |
|
|
2021
Q3 | $212K | Buy |
2,909
+31
| +1% | +$2.26K | 0.01% | 333 |
|
|
2021
Q2 | $212K | Buy |
2,878
+313
| +12% | +$23.1K | 0.01% | 331 |
|
|
2021
Q1 | $195K | Buy |
2,565
+235
| +10% | +$17.9K | 0.01% | 341 |
|
|
2020
Q4 | $175K | Buy |
2,330
+2,316
| +16,543% | +$174K | 0.02% | 254 |
|
|
2020
Q3 | $1K | Sell |
14
-14,428
| -100% | -$1.03M | ﹤0.01% | 729 |
|
|
2020
Q2 | $1.17M | Sell |
14,442
-125
| -0.9% | -$10.1K | 0.12% | 144 |
|
|
2020
Q1 | $1.05M | Sell |
14,567
-289
| -2% | -$20.9K | 0.13% | 137 |
|
|
2019
Q4 | $1.23M | Buy |
14,856
+689
| +5% | +$57K | 0.12% | 157 |
|
|
2019
Q3 | $1.15M | Buy |
14,167
+252
| +2% | +$20.4K | 0.12% | 155 |
|
|
2019
Q2 | $1.08M | Sell |
13,915
-780
| -5% | -$60.3K | 0.12% | 155 |
|
|
2019
Q1 | $1.13M | Buy |
14,695
+723
| +5% | +$55.4K | 0.13% | 141 |
|
|
2018
Q4 | $998K | Buy |
13,972
+13,944
| +49,800% | +$996K | 0.13% | 132 |
|
|
2018
Q3 | $2K | Sell |
28
-762
| -96% | -$54.4K | ﹤0.01% | 518 |
|
|
2018
Q2 | $54K | Sell |
790
-990
| -56% | -$67.7K | 0.01% | 319 |
|
|
2018
Q1 | $120K | Buy |
+1,780
| New | +$120K | 0.01% | 222 |
|