Capital Analysts LLC’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Hold |
|
|||||
|
2025
Q1 | $364K | Buy |
|
|||||
|
2024
Q4 | $345K | Buy |
|
|||||
|
2024
Q3 | $312K | Sell |
|
|||||
|
2024
Q2 | $266K | Buy |
|
|||||
|
2024
Q1 | $218K | Sell |
|
|||||
|
2023
Q4 | $210K | Sell |
|
|||||
|
2023
Q3 | $234K | Buy |
|
|||||
|
2023
Q2 | $234K | Buy |
|
|||||
|
2023
Q1 | $224K | Sell |
|
|||||
|
2022
Q4 | $264K | Buy |
|
|||||
|
2022
Q3 | $197K | Sell |
|
|||||
|
2022
Q2 | $230K | Sell |
|
|||||
|
2022
Q1 | $248K | Sell |
|
|||||
|
2021
Q4 | $230K | Buy |
|
|||||
|
2021
Q3 | $212K | Buy |
|
|||||
|
2021
Q2 | $212K | Buy |
|
|||||
|
2021
Q1 | $195K | Buy |
|
|||||
|
2020
Q4 | $175K | Buy |
|
|||||
|
2020
Q3 | $1K | Sell |
|
|||||
|
2020
Q2 | $1.17M | Sell |
|
|||||
|
2020
Q1 | $1.05M | Sell |
|
|||||
|
2019
Q4 | $1.23M | Buy |
|
|||||
|
2019
Q3 | $1.15M | Buy |
|
|||||
|
2019
Q2 | $1.08M | Sell |
|
|||||
|
2019
Q1 | $1.13M | Buy |
|
|||||
|
2018
Q4 | $998K | Buy |
|
|||||
|
2018
Q3 | $2K | Sell |
|
|||||
|
2018
Q2 | $54K | Sell |
|
|||||
|
2018
Q1 | $120K | Buy |
|