Clarius Group LLC’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 | $343K | Sell |
6,072
-276
| -4% | -$15.6K | 0.02% | 322 |
|
|
2025
Q1 | $356K | Buy |
6,348
+500
| +9% | +$28K | 0.02% | 306 |
|
|
2024
Q4 | $315K | Sell |
5,848
-134
| -2% | -$7.22K | 0.02% | 303 |
|
|
2024
Q3 | $345K | Sell |
5,982
-172
| -3% | -$9.92K | 0.02% | 288 |
|
|
2024
Q2 | $302K | Sell |
6,154
-950
| -13% | -$46.6K | 0.02% | 312 |
|
|
2024
Q1 | $349K | Buy |
7,104
+2,307
| +48% | +$113K | 0.02% | 299 |
|
|
2023
Q4 | $225K | Sell |
4,797
-4,433
| -48% | -$208K | 0.02% | 427 |
|
|
2023
Q3 | $412K | Buy |
9,230
+2,217
| +32% | +$99K | 0.04% | 255 |
|
|
2023
Q2 | $363K | Buy |
7,013
+2,951
| +73% | +$153K | 0.03% | 339 |
|
|
2023
Q1 | $227K | Sell |
4,062
-710
| -15% | -$39.7K | 0.02% | 457 |
|
|
2022
Q4 | $293K | Sell |
4,772
-1,734
| -27% | -$106K | 0.03% | 389 |
|
|
2022
Q3 | $450K | Buy |
6,506
+389
| +6% | +$26.9K | 0.05% | 235 |
|
|
2022
Q2 | $488K | Hold |
6,117
| – | – | 0.05% | 221 |
|
|
2022
Q1 | $481K | Hold |
6,117
| – | – | 0.04% | 245 |
|
|
2021
Q4 | $481K | Buy |
6,117
+817
| +15% | +$64.2K | 0.04% | 245 |
|
|
2021
Q3 | $387K | Buy |
5,300
+555
| +12% | +$40.5K | 0.03% | 267 |
|
|
2021
Q2 | $349K | Sell |
4,745
-59
| -1% | -$4.34K | 0.03% | 279 |
|
|
2021
Q1 | $365K | Sell |
4,804
-2,579
| -35% | -$196K | 0.04% | 251 |
|
|
2020
Q4 | $555K | Buy |
7,383
+644
| +10% | +$48.4K | 0.06% | 162 |
|
|
2020
Q3 | $532K | Sell |
6,739
-803
| -11% | -$63.4K | 0.07% | 130 |
|
|
2020
Q2 | $612K | Buy |
7,542
+1,003
| +15% | +$81.4K | 0.09% | 115 |
|
|
2020
Q1 | $472K | Sell |
6,539
-387
| -6% | -$27.9K | 0.09% | 112 |
|
|
2019
Q4 | $575K | Buy |
6,926
+1,216
| +21% | +$101K | 0.09% | 113 |
|
|
2019
Q3 | $463K | Buy |
5,710
+876
| +18% | +$71K | 0.08% | 128 |
|
|
2019
Q2 | $374K | Buy |
4,834
+1,239
| +34% | +$95.9K | 0.08% | 135 |
|
|
2019
Q1 | $276K | Buy |
+3,595
| New | +$276K | 0.07% | 153 |
|