Capital Investment Advisory Services’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 | $3.31M | Sell |
58,635
-1,891
| -3% | -$107K | 0.27% | 87 |
|
|
2025
Q1 | $3.39M | Buy |
60,526
+3,156
| +6% | +$177K | 0.3% | 79 |
|
|
2024
Q4 | $3.09M | Buy |
57,370
+12
| +0% | +$646 | 0.3% | 75 |
|
|
2024
Q3 | $3.31M | Buy |
57,358
+1,513
| +3% | +$87.4K | 0.31% | 75 |
|
|
2024
Q2 | $2.74M | Buy |
55,845
+232
| +0.4% | +$11.4K | 0.28% | 81 |
|
|
2024
Q1 | $2.74M | Sell |
55,613
-1,459
| -3% | -$71.8K | 0.29% | 80 |
|
|
2023
Q4 | $2.68M | Buy |
57,072
+6,912
| +14% | +$325K | 0.25% | 71 |
|
|
2023
Q3 | $2.24M | Buy |
50,160
+20,188
| +67% | +$902K | 0.22% | 80 |
|
|
2023
Q2 | $1.55M | Buy |
29,972
+2,667
| +10% | +$138K | 0.15% | 121 |
|
|
2023
Q1 | $1.53M | Sell |
27,305
-2,601
| -9% | -$145K | 0.18% | 108 |
|
|
2022
Q4 | $1.83M | Buy |
29,906
+192
| +0.6% | +$11.8K | 0.22% | 90 |
|
|
2022
Q3 | $2.05M | Buy |
29,714
+72
| +0.2% | +$4.98K | 0.27% | 72 |
|
|
2022
Q2 | $2.37M | Sell |
29,642
-26
| -0.1% | -$2.08K | 0.29% | 71 |
|
|
2022
Q1 | $2.52M | Sell |
29,668
-1,122
| -4% | -$95.3K | 0.27% | 74 |
|
|
2021
Q4 | $2.42M | Buy |
30,790
+985
| +3% | +$77.4K | 0.29% | 79 |
|
|
2021
Q3 | $2.18M | Sell |
29,805
-351
| -1% | -$25.6K | 0.28% | 73 |
|
|
2021
Q2 | $2.22M | Buy |
30,156
+284
| +1% | +$20.9K | 0.28% | 76 |
|
|
2021
Q1 | $2.27M | Buy |
29,872
+774
| +3% | +$58.8K | 0.32% | 75 |
|
|
2020
Q4 | $2.19M | Buy |
29,098
+22
| +0.1% | +$1.65K | 0.32% | 74 |
|
|
2020
Q3 | $2.3M | Sell |
29,076
-4,651
| -14% | -$367K | 0.43% | 52 |
|
|
2020
Q2 | $2.74M | Buy |
33,727
+3,339
| +11% | +$271K | 0.55% | 42 |
|
|
2020
Q1 | $2.19M | Sell |
30,388
-791
| -3% | -$57.1K | 0.54% | 37 |
|
|
2019
Q4 | $2.58M | Buy |
31,179
+1,591
| +5% | +$132K | 0.69% | 29 |
|
|
2019
Q3 | $2.4M | Buy |
29,588
+24
| +0.1% | +$1.95K | 0.67% | 24 |
|
|
2019
Q2 | $2.26M | Sell |
29,564
-961
| -3% | -$73.3K | 0.69% | 25 |
|
|
2019
Q1 | $2.34M | Buy |
30,525
+11,371
| +59% | +$872K | 0.87% | 16 |
|
|
2018
Q4 | $1.37M | Buy |
19,154
+288
| +2% | +$20.6K | 0.58% | 33 |
|
|
2018
Q3 | $1.33M | Buy |
18,866
+1,022
| +6% | +$71.8K | 0.62% | 41 |
|
|
2018
Q2 | $1.22M | Buy |
17,844
+1,469
| +9% | +$100K | 0.61% | 39 |
|
|
2018
Q1 | $1.1M | Buy |
16,375
+2,615
| +19% | +$176K | 0.62% | 34 |
|
|
2017
Q4 | $1.12M | Sell |
13,760
-200
| -1% | -$16.2K | 0.65% | 33 |
|
|
2017
Q3 | $1.07M | Buy |
13,960
+1,681
| +14% | +$129K | 0.66% | 36 |
|
|
2017
Q2 | $941K | Buy |
12,279
+1,061
| +9% | +$81.3K | 0.62% | 38 |
|
|
2017
Q1 | $870K | Buy |
11,218
+5
| +0% | +$388 | 0.64% | 37 |
|
|
2016
Q4 | $859K | Buy |
+11,213
| New | +$859K | 0.74% | 30 |
|