Checchi Capital Advisers’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 | $280K | Sell |
4,961
-681
| -12% | -$38.5K | 0.02% | 469 |
|
|
2025
Q1 | $316K | Buy |
5,642
+767
| +16% | +$43K | 0.02% | 445 |
|
|
2024
Q4 | $263K | Buy |
4,875
+337
| +7% | +$18.2K | 0.02% | 466 |
|
|
2024
Q3 | $262K | Buy |
+4,538
| New | +$262K | 0.01% | 472 |
|
|
2024
Q2 | – | Sell |
-4,264
| Closed | -$210K | – | 570 |
|
|
2024
Q1 | $210K | Buy |
+4,264
| New | +$210K | 0.02% | 535 |
|
|
2023
Q2 | – | Sell |
-3,715
| Closed | -$208K | – | 578 |
|
|
2023
Q1 | $208K | Sell |
3,715
-1,140
| -23% | -$63.7K | 0.02% | 522 |
|
|
2022
Q4 | $298K | Sell |
4,855
-5,044
| -51% | -$309K | 0.03% | 398 |
|
|
2022
Q3 | $684K | Buy |
9,899
+215
| +2% | +$14.9K | 0.06% | 204 |
|
|
2022
Q2 | $794K | Buy |
9,684
+2,293
| +31% | +$188K | 0.07% | 195 |
|
|
2022
Q1 | $628K | Buy |
7,391
+750
| +11% | +$63.7K | 0.05% | 225 |
|
|
2021
Q4 | $522K | Sell |
6,641
-841
| -11% | -$66.1K | 0.05% | 242 |
|
|
2021
Q3 | $546K | Sell |
7,482
-1,180
| -14% | -$86.1K | 0.05% | 222 |
|
|
2021
Q2 | $637K | Sell |
8,662
-415
| -5% | -$30.5K | 0.06% | 197 |
|
|
2021
Q1 | $689K | Buy |
9,077
+1,241
| +16% | +$94.2K | 0.07% | 181 |
|
|
2020
Q4 | $589K | Sell |
7,836
-728
| -9% | -$54.7K | 0.06% | 195 |
|
|
2020
Q3 | $676K | Sell |
8,564
-994
| -10% | -$78.5K | 0.07% | 158 |
|
|
2020
Q2 | $776K | Buy |
9,558
+159
| +2% | +$12.9K | 0.09% | 134 |
|
|
2020
Q1 | $679K | Buy |
9,399
+1,698
| +22% | +$123K | 0.07% | 126 |
|
|
2019
Q4 | $638K | Buy |
7,701
+901
| +13% | +$74.6K | 0.09% | 158 |
|
|
2019
Q3 | $551K | Buy |
6,800
+284
| +4% | +$23K | 0.07% | 171 |
|
|
2019
Q2 | $504K | Buy |
6,516
+1
| +0% | +$77 | 0.06% | 184 |
|
|
2019
Q1 | $499K | Buy |
6,515
+1,046
| +19% | +$80.1K | 0.06% | 173 |
|
|
2018
Q4 | $391K | Sell |
5,469
-792
| -13% | -$56.6K | 0.05% | 201 |
|
|
2018
Q3 | $440K | Buy |
6,261
+571
| +10% | +$40.1K | 0.05% | 224 |
|
|
2018
Q2 | $388K | Buy |
5,690
+343
| +6% | +$23.4K | 0.05% | 240 |
|
|
2018
Q1 | $361K | Buy |
5,347
+44
| +0.8% | +$2.97K | 0.05% | 248 |
|
|
2017
Q4 | $430K | Buy |
5,303
+57
| +1% | +$4.62K | 0.06% | 218 |
|
|
2017
Q3 | $404K | Buy |
5,246
+174
| +3% | +$13.4K | 0.04% | 206 |
|
|
2017
Q2 | $389K | Sell |
5,072
-261
| -5% | -$20K | 0.04% | 213 |
|
|
2017
Q1 | $414K | Sell |
5,333
-644
| -11% | -$50K | 0.05% | 202 |
|
|
2016
Q4 | $458K | Buy |
5,977
+319
| +6% | +$24.4K | 0.06% | 178 |
|
|
2016
Q3 | $420K | Buy |
5,658
+83
| +1% | +$6.16K | 0.05% | 177 |
|
|
2016
Q2 | $434K | Buy |
5,575
+136
| +3% | +$10.6K | 0.05% | 165 |
|
|
2016
Q1 | $409K | Buy |
5,439
+131
| +2% | +$9.85K | 0.09% | 173 |
|
|
2015
Q4 | $359K | Buy |
5,308
+72
| +1% | +$4.87K | 0.09% | 196 |
|
|
2015
Q3 | $369K | Buy |
5,236
+181
| +4% | +$12.8K | 0.1% | 178 |
|
|
2015
Q2 | $338K | Buy |
5,055
+179
| +4% | +$12K | 0.09% | 202 |
|
|
2015
Q1 | $346K | Buy |
4,876
+157
| +3% | +$11.1K | 0.1% | 192 |
|
|
2014
Q4 | $363K | Buy |
4,719
+1,140
| +32% | +$87.7K | 0.14% | 161 |
|
|
2014
Q3 | $247K | Buy |
3,579
+607
| +20% | +$41.9K | 0.1% | 209 |
|
|
2014
Q2 | $213K | Buy |
2,972
+128
| +5% | +$9.17K | 0.1% | 214 |
|
|
2014
Q1 | $202K | Buy |
+2,844
| New | +$202K | 0.12% | 175 |
|