Clearstead Advisors’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 | $2.3M | Buy |
40,650
+4,692
| +13% | +$265K | 0.03% | 291 |
|
|
2025
Q1 | $2.02M | Buy |
35,958
+722
| +2% | +$40.5K | 0.03% | 298 |
|
|
2024
Q4 | $1.9M | Sell |
35,236
-597
| -2% | -$32.2K | 0.03% | 299 |
|
|
2024
Q3 | $2.07M | Buy |
35,833
+335
| +0.9% | +$19.4K | 0.03% | 291 |
|
|
2024
Q2 | $1.74M | Buy |
35,498
+29,934
| +538% | +$1.47M | 0.03% | 295 |
|
|
2024
Q1 | $295K | Buy |
5,564
+1,814
| +48% | +$96.2K | 0.01% | 405 |
|
|
2023
Q4 | $176K | Sell |
3,750
-4,624
| -55% | -$217K | 0.01% | 471 |
|
|
2023
Q3 | $374K | Buy |
8,374
+4,963
| +145% | +$222K | 0.01% | 450 |
|
|
2023
Q2 | $177K | Buy |
3,411
+39
| +1% | +$2.02K | 0.01% | 448 |
|
|
2023
Q1 | $189K | Buy |
3,372
+134
| +4% | +$7.49K | 0.01% | 404 |
|
|
2022
Q4 | $199K | Sell |
3,238
-1,681
| -34% | -$103K | 0.02% | 385 |
|
|
2022
Q3 | $340K | Sell |
4,919
-2,052
| -29% | -$142K | 0.03% | 284 |
|
|
2022
Q2 | $556K | Buy |
6,971
+8
| +0.1% | +$638 | 0.04% | 234 |
|
|
2022
Q1 | $592K | Buy |
6,963
+394
| +6% | +$33.5K | 0.04% | 247 |
|
|
2021
Q4 | $516K | Sell |
6,569
-7
| -0.1% | -$550 | 0.04% | 251 |
|
|
2021
Q3 | $480K | Buy |
6,576
+69
| +1% | +$5.04K | 0.04% | 241 |
|
|
2021
Q2 | $479K | Buy |
6,507
+254
| +4% | +$18.7K | 0.04% | 234 |
|
|
2021
Q1 | $475K | Sell |
6,253
-4
| -0.1% | -$304 | 0.04% | 222 |
|
|
2020
Q4 | $471K | Buy |
6,257
+1,348
| +27% | +$101K | 0.04% | 209 |
|
|
2020
Q3 | $387K | Sell |
4,909
-23
| -0.5% | -$1.81K | 0.04% | 212 |
|
|
2020
Q2 | $400K | Buy |
4,932
+1,352
| +38% | +$110K | 0.05% | 195 |
|
|
2020
Q1 | $258K | Sell |
3,580
-489
| -12% | -$35.2K | 0.04% | 211 |
|
|
2019
Q4 | $337K | Sell |
4,069
-483
| -11% | -$40K | 0.04% | 214 |
|
|
2019
Q3 | $369K | Buy |
4,552
+900
| +25% | +$73K | 0.05% | 195 |
|
|
2019
Q2 | $282K | Sell |
3,652
-96
| -3% | -$7.41K | 0.04% | 226 |
|
|
2019
Q1 | $287K | Buy |
3,748
+286
| +8% | +$21.9K | 0.04% | 217 |
|
|
2018
Q4 | $247K | Buy |
+3,462
| New | +$247K | 0.04% | 220 |
|