Cetera Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.78M | Buy |
76,824
+33,819
| +79% | +$1.66M | 0.03% | 556 |
|
|
2023
Q4 | $2.02M | Buy |
43,005
+56
| +0.1% | +$2.63K | 0.03% | 502 |
|
|
2023
Q3 | $1.92M | Sell |
42,949
-1,996
| -4% | -$89.2K | 0.03% | 480 |
|
|
2023
Q2 | $2.33M | Buy |
44,945
+3,683
| +9% | +$191K | 0.04% | 412 |
|
|
2023
Q1 | $2.31M | Sell |
41,262
-2,948
| -7% | -$165K | 0.04% | 407 |
|
|
2022
Q4 | $2.71M | Buy |
44,210
+5,374
| +14% | +$330K | 0.05% | 366 |
|
|
2022
Q3 | $2.68M | Sell |
38,836
-6,571
| -14% | -$454K | 0.07% | 297 |
|
|
2022
Q2 | $3.62M | Buy |
45,407
+10,008
| +28% | +$799K | 0.08% | 252 |
|
|
2022
Q1 | $3.01M | Buy |
35,399
+395
| +1% | +$33.6K | 0.06% | 323 |
|
|
2021
Q4 | $2.75M | Sell |
35,004
-2,507
| -7% | -$197K | 0.06% | 326 |
|
|
2021
Q3 | $2.74M | Buy |
37,511
+3,703
| +11% | +$270K | 0.05% | 332 |
|
|
2021
Q2 | $2.49M | Buy |
33,808
+1,373
| +4% | +$101K | 0.06% | 323 |
|
|
2021
Q1 | $2.46M | Buy |
32,435
+223
| +0.7% | +$16.9K | 0.07% | 269 |
|
|
2020
Q4 | $2.42M | Buy |
32,212
+1,779
| +6% | +$134K | 0.08% | 237 |
|
|
2020
Q3 | $2.4M | Buy |
30,433
+1,776
| +6% | +$140K | 0.09% | 206 |
|
|
2020
Q2 | $2.33M | Sell |
28,657
-161
| -0.6% | -$13.1K | 0.1% | 203 |
|
|
2020
Q1 | $2.08M | Buy |
28,818
+2,162
| +8% | +$156K | 0.11% | 188 |
|
|
2019
Q4 | $2.2M | Sell |
26,656
-598
| -2% | -$49.4K | 0.09% | 215 |
|
|
2019
Q3 | $2.2M | Sell |
27,254
-11,047
| -29% | -$893K | 0.1% | 202 |
|
|
2019
Q2 | $2.97M | Buy |
38,301
+2,946
| +8% | +$228K | 0.13% | 161 |
|
|
2019
Q1 | $2.71M | Buy |
35,355
+534
| +2% | +$41K | 0.14% | 151 |
|
|
2018
Q4 | $2.49M | Buy |
34,821
+2,845
| +9% | +$203K | 0.15% | 147 |
|
|
2018
Q3 | $2.25M | Buy |
31,976
+5,131
| +19% | +$361K | 0.11% | 187 |
|
|
2018
Q2 | $1.82M | Sell |
26,845
-2,572
| -9% | -$175K | 0.11% | 204 |
|
|
2018
Q1 | $1.98M | Buy |
29,417
+281
| +1% | +$18.9K | 0.12% | 184 |
|
|
2017
Q4 | $2.35M | Buy |
29,136
+6,087
| +26% | +$492K | 0.14% | 149 |
|
|
2017
Q3 | $1.78M | Sell |
23,049
-306
| -1% | -$23.6K | 0.11% | 207 |
|
|
2017
Q2 | $1.79M | Buy |
23,355
+1,215
| +5% | +$93.1K | 0.11% | 200 |
|
|
2017
Q1 | $1.72M | Buy |
22,140
+776
| +4% | +$60.4K | 0.12% | 193 |
|
|
2016
Q4 | $1.64M | Buy |
21,364
+1,885
| +10% | +$145K | 0.12% | 178 |
|
|
2016
Q3 | $1.44M | Buy |
19,479
+890
| +5% | +$65.8K | 0.11% | 186 |
|
|
2016
Q2 | $1.45M | Sell |
18,589
-28
| -0.2% | -$2.19K | 0.11% | 190 |
|
|
2016
Q1 | $1.4M | Buy |
18,617
+232
| +1% | +$17.5K | 0.12% | 184 |
|
|
2015
Q4 | $1.25M | Sell |
18,385
-1,494
| -8% | -$101K | 0.11% | 215 |
|
|
2015
Q3 | $1.4M | Buy |
19,879
+4,289
| +28% | +$302K | 0.13% | 175 |
|
|
2015
Q2 | $1.04M | Buy |
15,590
+599
| +4% | +$40K | 0.09% | 244 |
|
|
2015
Q1 | $1.06M | Buy |
14,991
+231
| +2% | +$16.3K | 0.1% | 239 |
|
|
2014
Q4 | $1.14M | Buy |
14,760
+1,721
| +13% | +$132K | 0.11% | 215 |
|
|
2014
Q3 | $898K | Buy |
13,039
+2,600
| +25% | +$179K | 0.07% | 235 |
|
|
2014
Q2 | $746K | Buy |
10,439
+4,192
| +67% | +$300K | 0.08% | 274 |
|
|
2014
Q1 | $442K | Buy |
6,247
+2,425
| +63% | +$172K | 0.06% | 340 |
|
|
2013
Q4 | $247K | Buy |
3,822
+26
| +0.7% | +$1.68K | 0.04% | 417 |
|
|
2013
Q3 | $235K | Buy |
+3,796
| New | +$235K | 0.04% | 380 |
|