Center for Financial Planning’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 | $36.2K | Hold |
641
| – | – | ﹤0.01% | 327 |
|
|
2025
Q1 | $35.9K | Hold |
641
| – | – | ﹤0.01% | 321 |
|
|
2024
Q4 | $34.5K | Hold |
641
| – | – | ﹤0.01% | 301 |
|
|
2024
Q3 | $37K | Hold |
641
| – | – | 0.01% | 284 |
|
|
2024
Q2 | $31.4K | Sell |
641
-375
| -37% | -$18.4K | ﹤0.01% | 285 |
|
|
2024
Q1 | $50K | Buy |
1,016
+341
| +51% | +$16.8K | 0.01% | 240 |
|
|
2023
Q4 | $31.7K | Hold |
675
| – | – | 0.01% | 270 |
|
|
2023
Q3 | $30.2K | Sell |
675
-267
| -28% | -$11.9K | 0.01% | 260 |
|
|
2023
Q2 | $48.8K | Sell |
942
-2
| -0.2% | -$104 | 0.01% | 232 |
|
|
2023
Q1 | $52.8K | Hold |
944
| – | – | 0.01% | 214 |
|
|
2022
Q4 | $57.9K | Hold |
944
| – | – | 0.01% | 206 |
|
|
2022
Q3 | $65K | Sell |
944
-381
| -29% | -$26.2K | 0.02% | 190 |
|
|
2022
Q2 | $106K | Hold |
1,325
| – | – | 0.03% | 156 |
|
|
2022
Q1 | $113K | Hold |
1,325
| – | – | 0.02% | 165 |
|
|
2021
Q4 | $104K | Hold |
1,325
| – | – | 0.02% | 170 |
|
|
2021
Q3 | $97K | Hold |
1,325
| – | – | 0.02% | 165 |
|
|
2021
Q2 | $97K | Hold |
1,325
| – | – | 0.02% | 166 |
|
|
2021
Q1 | $101K | Buy |
1,325
+375
| +39% | +$28.6K | 0.03% | 159 |
|
|
2020
Q4 | $71K | Sell |
950
-400
| -30% | -$29.9K | 0.02% | 174 |
|
|
2020
Q3 | $107K | Hold |
1,350
| – | – | 0.03% | 139 |
|
|
2020
Q2 | $110K | Sell |
1,350
-4
| -0.3% | -$326 | 0.04% | 140 |
|
|
2020
Q1 | $98K | Sell |
1,354
-295
| -18% | -$21.4K | 0.03% | 133 |
|
|
2019
Q4 | $137K | Buy |
+1,649
| New | +$137K | 0.03% | 118 |
|