Chesapeake Wealth Management’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 | $249K | Sell |
4,401
-529
| -11% | -$29.9K | 0.08% | 145 |
|
|
2025
Q1 | $276K | Sell |
4,930
-59
| -1% | -$3.31K | 0.1% | 138 |
|
|
2024
Q4 | $269K | Sell |
4,989
-509
| -9% | -$27.4K | 0.09% | 141 |
|
|
2024
Q3 | $318K | Buy |
5,498
+612
| +13% | +$35.4K | 0.11% | 129 |
|
|
2024
Q2 | $239K | Sell |
4,886
-668
| -12% | -$32.7K | 0.09% | 145 |
|
|
2024
Q1 | $273K | Sell |
5,554
-1,389
| -20% | -$68.3K | 0.1% | 129 |
|
|
2023
Q4 | $326K | Sell |
6,943
-2,021
| -23% | -$95K | 0.13% | 122 |
|
|
2023
Q3 | $400K | Sell |
8,964
-827
| -8% | -$36.9K | 0.17% | 108 |
|
|
2023
Q2 | $507K | Sell |
9,791
-919
| -9% | -$47.6K | 0.2% | 96 |
|
|
2023
Q1 | $599K | Sell |
10,710
-212
| -2% | -$11.9K | 0.25% | 91 |
|
|
2022
Q4 | $670K | Buy |
10,922
+1,824
| +20% | +$112K | 0.29% | 89 |
|
|
2022
Q3 | $629K | Sell |
9,098
-1,215
| -12% | -$84K | 0.29% | 88 |
|
|
2022
Q2 | $823K | Sell |
10,313
-712
| -6% | -$56.8K | 0.35% | 76 |
|
|
2022
Q1 | $937K | Buy |
11,025
+677
| +7% | +$57.5K | 0.34% | 77 |
|
|
2021
Q4 | $813K | Sell |
10,348
-517
| -5% | -$40.6K | 0.27% | 90 |
|
|
2021
Q3 | $793K | Sell |
10,865
-1,294
| -11% | -$94.4K | 0.28% | 87 |
|
|
2021
Q2 | $894K | Sell |
12,159
-2,729
| -18% | -$201K | 0.29% | 88 |
|
|
2021
Q1 | $1.13M | Sell |
14,888
-823
| -5% | -$62.5K | 0.38% | 71 |
|
|
2020
Q4 | $1.18M | Sell |
15,711
-197
| -1% | -$14.8K | 0.4% | 72 |
|
|
2020
Q3 | $1.26M | Sell |
15,908
-273
| -2% | -$21.6K | 0.47% | 60 |
|
|
2020
Q2 | $1.31M | Sell |
16,181
-1,198
| -7% | -$97.3K | 0.52% | 55 |
|
|
2020
Q1 | $1.25M | Buy |
17,379
+842
| +5% | +$60.8K | 0.58% | 42 |
|
|
2019
Q4 | $1.37M | Sell |
16,537
-417
| -2% | -$34.5K | 0.53% | 53 |
|
|
2019
Q3 | $1.37M | Buy |
16,954
+2,091
| +14% | +$169K | 0.56% | 47 |
|
|
2019
Q2 | $1.15M | Buy |
14,863
+707
| +5% | +$54.7K | 0.48% | 63 |
|
|
2019
Q1 | $1.09M | Sell |
14,156
-506
| -3% | -$38.8K | 0.48% | 60 |
|
|
2018
Q4 | $1.05M | Sell |
14,662
-706
| -5% | -$50.5K | 0.52% | 52 |
|
|
2018
Q3 | $1.08M | Sell |
15,368
-1,538
| -9% | -$108K | 0.48% | 59 |
|
|
2018
Q2 | $1.15M | Sell |
16,906
-847
| -5% | -$57.8K | 0.53% | 52 |
|
|
2018
Q1 | $1.2M | Buy |
+17,753
| New | +$1.2M | 0.55% | 51 |
|