Capital Investment 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 | $3.94M | Sell |
69,705
-5,587
| -7% | -$316K | 0.07% | 158 |
|
|
2025
Q1 | $4.22M | Buy |
75,292
+1,937
| +3% | +$109K | 0.08% | 148 |
|
|
2024
Q4 | $3.95M | Sell |
73,355
-1,301
| -2% | -$70.1K | 0.08% | 149 |
|
|
2024
Q3 | $4.31M | Buy |
74,656
+211
| +0.3% | +$12.2K | 0.09% | 149 |
|
|
2024
Q2 | $3.65M | Sell |
74,445
-1,115
| -1% | -$54.6K | 0.08% | 145 |
|
|
2024
Q1 | $3.72M | Sell |
75,560
-3,865
| -5% | -$190K | 0.09% | 146 |
|
|
2023
Q4 | $3.73M | Buy |
79,425
+7,787
| +11% | +$366K | 0.09% | 141 |
|
|
2023
Q3 | $3.2M | Buy |
71,638
+881
| +1% | +$39.4K | 0.09% | 144 |
|
|
2023
Q2 | $3.66M | Buy |
70,757
+4,018
| +6% | +$208K | 0.11% | 120 |
|
|
2023
Q1 | $3.73M | Buy |
66,739
+2,306
| +4% | +$129K | 0.11% | 129 |
|
|
2022
Q4 | $3.95M | Sell |
64,433
-1,247
| -2% | -$76.5K | 0.12% | 133 |
|
|
2022
Q3 | $4.54M | Buy |
65,680
+1,632
| +3% | +$113K | 0.16% | 119 |
|
|
2022
Q2 | $5.11M | Buy |
64,048
+1,774
| +3% | +$142K | 0.17% | 116 |
|
|
2022
Q1 | $5.29M | Sell |
62,274
-779
| -1% | -$66.2K | 0.16% | 116 |
|
|
2021
Q4 | $4.95M | Buy |
63,053
+133
| +0.2% | +$10.4K | 0.15% | 114 |
|
|
2021
Q3 | $4.59M | Buy |
62,920
+2,953
| +5% | +$216K | 0.15% | 117 |
|
|
2021
Q2 | $4.41M | Buy |
59,967
+33,655
| +128% | +$2.48M | 0.15% | 122 |
|
|
2021
Q1 | $2M | Buy |
26,312
+1,675
| +7% | +$127K | 0.08% | 175 |
|
|
2020
Q4 | $1.85M | Sell |
24,637
-424
| -2% | -$31.9K | 0.08% | 169 |
|
|
2020
Q3 | $1.98M | Sell |
25,061
-1,012
| -4% | -$79.9K | 0.09% | 154 |
|
|
2020
Q2 | $2.12M | Sell |
26,073
-60
| -0.2% | -$4.87K | 0.11% | 138 |
|
|
2020
Q1 | $1.89M | Sell |
26,133
-2,713
| -9% | -$196K | 0.12% | 132 |
|
|
2019
Q4 | $2.39M | Sell |
28,846
-188
| -0.6% | -$15.6K | 0.12% | 141 |
|
|
2019
Q3 | $2.35M | Buy |
29,034
+1
| +0% | +$81 | 0.12% | 139 |
|
|
2019
Q2 | $2.25M | Buy |
29,033
+2,162
| +8% | +$167K | 0.12% | 140 |
|
|
2019
Q1 | $2.06M | Buy |
26,871
+1,144
| +4% | +$87.7K | 0.12% | 141 |
|
|
2018
Q4 | $1.84M | Buy |
25,727
+424
| +2% | +$30.3K | 0.12% | 137 |
|
|
2018
Q3 | $1.78M | Sell |
25,303
-3,900
| -13% | -$274K | 0.1% | 153 |
|
|
2018
Q2 | $1.99M | Sell |
29,203
-735
| -2% | -$50.1K | 0.12% | 136 |
|
|
2018
Q1 | $2.02M | Buy |
29,938
+182
| +0.6% | +$12.3K | 0.13% | 139 |
|
|
2017
Q4 | $2.41M | Sell |
29,756
-40,379
| -58% | -$3.27M | 0.16% | 124 |
|
|
2017
Q3 | $5.4M | Buy |
70,135
+1,856
| +3% | +$143K | 0.37% | 64 |
|
|
2017
Q2 | $5.23M | Buy |
68,279
+40,782
| +148% | +$3.12M | 0.37% | 64 |
|
|
2017
Q1 | $2.13M | Buy |
27,497
+93
| +0.3% | +$7.21K | 0.16% | 126 |
|
|
2016
Q4 | $2.1M | Sell |
27,404
-398
| -1% | -$30.5K | 0.18% | 120 |
|
|
2016
Q3 | $2.07M | Sell |
27,802
-1,003
| -3% | -$74.5K | 0.18% | 118 |
|
|
2016
Q2 | $2.25M | Buy |
28,805
+48
| +0.2% | +$3.74K | 0.21% | 98 |
|
|
2016
Q1 | $2.16M | Sell |
28,757
-191
| -0.7% | -$14.3K | 0.21% | 94 |
|
|
2015
Q4 | $1.96M | Buy |
28,948
+7
| +0% | +$473 | 0.2% | 101 |
|
|
2015
Q3 | $2.04M | Sell |
28,941
-846
| -3% | -$59.5K | 0.23% | 94 |
|
|
2015
Q2 | $1.99M | Sell |
29,787
-305
| -1% | -$20.4K | 0.21% | 107 |
|
|
2015
Q1 | $2.13M | Buy |
30,092
+328
| +1% | +$23.3K | 0.23% | 101 |
|
|
2014
Q4 | $2.29M | Sell |
29,764
-189
| -0.6% | -$14.5K | 0.25% | 93 |
|
|
2014
Q3 | $2.07M | Sell |
29,953
-245
| -0.8% | -$16.9K | 0.24% | 98 |
|
|
2014
Q2 | $2.16M | Sell |
30,198
-441
| -1% | -$31.5K | 0.25% | 99 |
|
|
2014
Q1 | $2.18M | Sell |
30,639
-1,043
| -3% | -$74K | 0.27% | 95 |
|
|
2013
Q4 | $2.05M | Buy |
+31,682
| New | +$2.05M | 0.27% | 92 |
|