Chicago Partners Investment Group’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 | $286K | Buy |
4,907
+858
| +21% | +$50K | 0.01% | 864 |
|
|
2025
Q1 | $223K | Sell |
4,049
-1,640
| -29% | -$90.4K | 0.01% | 819 |
|
|
2024
Q4 | $311K | Sell |
5,689
-246
| -4% | -$13.4K | 0.01% | 647 |
|
|
2024
Q3 | $362K | Buy |
5,935
+1,678
| +39% | +$102K | 0.01% | 571 |
|
|
2024
Q2 | $227K | Sell |
4,257
-1,001
| -19% | -$53.3K | 0.01% | 686 |
|
|
2024
Q1 | $266K | Sell |
5,258
-36
| -0.7% | -$1.82K | 0.01% | 601 |
|
|
2023
Q4 | $234K | Sell |
5,294
-462
| -8% | -$20.4K | 0.01% | 602 |
|
|
2023
Q3 | $228K | Sell |
5,756
-689
| -11% | -$27.2K | 0.01% | 573 |
|
|
2023
Q2 | $337K | Sell |
6,445
-72
| -1% | -$3.77K | 0.02% | 506 |
|
|
2023
Q1 | $375K | Sell |
6,517
-110
| -2% | -$6.33K | 0.02% | 458 |
|
|
2022
Q4 | $408K | Sell |
6,627
-28
| -0.4% | -$1.73K | 0.03% | 423 |
|
|
2022
Q3 | $419K | Sell |
6,655
-161
| -2% | -$10.1K | 0.03% | 370 |
|
|
2022
Q2 | $559K | Sell |
6,816
-28
| -0.4% | -$2.3K | 0.04% | 313 |
|
|
2022
Q1 | $566K | Buy |
6,844
+21
| +0.3% | +$1.74K | 0.04% | 296 |
|
|
2021
Q4 | $537K | Sell |
6,823
-284
| -4% | -$22.4K | 0.04% | 322 |
|
|
2021
Q3 | $534K | Buy |
7,107
+350
| +5% | +$26.3K | 0.04% | 323 |
|
|
2021
Q2 | $507K | Sell |
6,757
-128
| -2% | -$9.6K | 0.04% | 321 |
|
|
2021
Q1 | $542K | Buy |
6,885
+327
| +5% | +$25.7K | 0.04% | 296 |
|
|
2020
Q4 | $474K | Sell |
6,558
-99
| -1% | -$7.16K | 0.04% | 292 |
|
|
2020
Q3 | $552K | Buy |
6,657
+65
| +1% | +$5.39K | 0.07% | 216 |
|
|
2020
Q2 | $529K | Sell |
6,592
-337
| -5% | -$27K | 0.07% | 211 |
|
|
2020
Q1 | $565K | Sell |
6,929
-715
| -9% | -$58.3K | 0.09% | 173 |
|
|
2019
Q4 | $638K | Sell |
7,644
-386
| -5% | -$32.2K | 0.08% | 186 |
|
|
2019
Q3 | $664K | Sell |
8,030
-242
| -3% | -$20K | 0.09% | 165 |
|
|
2019
Q2 | $631K | Buy |
8,272
+537
| +7% | +$41K | 0.09% | 161 |
|
|
2019
Q1 | $579K | Buy |
7,735
+1,962
| +34% | +$147K | 0.09% | 164 |
|
|
2018
Q4 | $415K | Buy |
5,773
+1
| +0% | +$72 | 0.06% | 219 |
|
|
2018
Q3 | $417K | Buy |
5,772
+4,107
| +247% | +$297K | 0.06% | 207 |
|
|
2018
Q2 | $114K | Buy |
1,665
+100
| +6% | +$6.85K | 0.02% | 368 |
|
|
2018
Q1 | $106K | Hold |
1,565
| – | – | 0.02% | 344 |
|
|
2017
Q4 | $127K | Hold |
1,565
| – | – | 0.02% | 318 |
|
|
2017
Q3 | $120K | Buy |
1,565
+965
| +161% | +$74K | 0.02% | 322 |
|
|
2017
Q2 | $46K | Sell |
600
-612
| -50% | -$46.9K | 0.01% | 395 |
|
|
2017
Q1 | $94K | Hold |
1,212
| – | – | 0.03% | 253 |
|
|
2016
Q4 | $93K | Hold |
1,212
| – | – | 0.03% | 233 |
|
|
2016
Q3 | $90K | Buy |
1,212
+212
| +21% | +$15.7K | 0.04% | 240 |
|
|
2016
Q2 | $78K | Buy |
+1,000
| New | +$78K | 0.04% | 207 |
|