Concord Wealth Partners’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 | $1.16M | Buy |
20,445
+5,808
| +40% | +$328K | 0.17% | 121 |
|
|
2025
Q1 | $821K | Buy |
14,637
+7,220
| +97% | +$405K | 0.13% | 127 |
|
|
2024
Q4 | $399K | Buy |
7,417
+2,493
| +51% | +$134K | 0.07% | 157 |
|
|
2024
Q3 | $285K | Buy |
4,924
+17
| +0.3% | +$982 | 0.05% | 172 |
|
|
2024
Q2 | $240K | Buy |
4,907
+79
| +2% | +$3.87K | 0.04% | 180 |
|
|
2024
Q1 | $237K | Sell |
4,828
-260
| -5% | -$12.8K | 0.04% | 194 |
|
|
2023
Q4 | $239K | Sell |
5,088
-629
| -11% | -$29.6K | 0.05% | 177 |
|
|
2023
Q3 | $255K | Sell |
5,717
-1,151
| -17% | -$51.4K | 0.05% | 172 |
|
|
2023
Q2 | $356K | Buy |
6,868
+2,025
| +42% | +$105K | 0.08% | 134 |
|
|
2023
Q1 | $271K | Buy |
4,843
+2,295
| +90% | +$128K | 0.08% | 126 |
|
|
2022
Q4 | $156K | Sell |
2,548
-593
| -19% | -$36.4K | 0.05% | 186 |
|
|
2022
Q3 | $217K | Buy |
3,141
+166
| +6% | +$11.5K | 0.07% | 149 |
|
|
2022
Q2 | $237K | Sell |
2,975
-86
| -3% | -$6.85K | 0.07% | 145 |
|
|
2022
Q1 | $260K | Sell |
3,061
-80
| -3% | -$6.8K | 0.07% | 149 |
|
|
2021
Q4 | $247K | Buy |
3,141
+1,753
| +126% | +$138K | 0.06% | 159 |
|
|
2021
Q3 | $101K | Sell |
1,388
-1,263
| -48% | -$91.9K | 0.04% | 136 |
|
|
2021
Q2 | $195K | Sell |
2,651
-167
| -6% | -$12.3K | 0.06% | 139 |
|
|
2021
Q1 | $214K | Buy |
2,818
+24
| +0.9% | +$1.82K | 0.07% | 123 |
|
|
2020
Q4 | $210K | Buy |
+2,794
| New | +$210K | 0.16% | 71 |
|