Creative Financial Designs’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 | $21.6K | Buy |
382
+169
| +79% | +$9.54K | ﹤0.01% | 1115 |
|
2025
Q1 | $11.9K | Buy |
213
+2
| +0.9% | +$112 | ﹤0.01% | 1241 |
|
2024
Q4 | $11.3K | Sell |
211
-153
| -42% | -$8.22K | ﹤0.01% | 1202 |
|
2024
Q3 | $21.1K | Buy |
364
+3
| +0.8% | +$174 | ﹤0.01% | 1014 |
|
2024
Q2 | $17.7K | Sell |
361
-29
| -7% | -$1.42K | ﹤0.01% | 1022 |
|
2024
Q1 | $19.2K | Sell |
390
-7
| -2% | -$344 | ﹤0.01% | 977 |
|
2023
Q4 | $18.7K | Buy |
397
+67
| +20% | +$3.15K | ﹤0.01% | 936 |
|
2023
Q3 | $14.7K | Sell |
330
-351
| -52% | -$15.7K | ﹤0.01% | 928 |
|
2023
Q2 | $35.3K | Buy |
681
+2
| +0.3% | +$104 | ﹤0.01% | 721 |
|
2023
Q1 | $38K | Sell |
679
-19
| -3% | -$1.06K | 0.01% | 655 |
|
2022
Q4 | $42.8K | Sell |
698
-79
| -10% | -$4.84K | 0.01% | 599 |
|
2022
Q3 | $54K | Buy |
777
+148
| +24% | +$10.3K | 0.01% | 534 |
|
2022
Q2 | $50K | Buy |
629
+2
| +0.3% | +$159 | 0.01% | 547 |
|
2022
Q1 | $53K | Buy |
627
+59
| +10% | +$4.99K | 0.01% | 555 |
|
2021
Q4 | $45K | Buy |
568
+385
| +210% | +$30.5K | 0.01% | 591 |
|
2021
Q3 | $13K | Buy |
183
+2
| +1% | +$142 | ﹤0.01% | 951 |
|
2021
Q2 | $13K | Sell |
181
-482
| -73% | -$34.6K | ﹤0.01% | 955 |
|
2021
Q1 | $50K | Buy |
663
+484
| +270% | +$36.5K | 0.01% | 565 |
|
2020
Q4 | $13K | Sell |
179
-88
| -33% | -$6.39K | ﹤0.01% | 808 |
|
2020
Q3 | $21K | Buy |
267
+178
| +200% | +$14K | 0.01% | 644 |
|
2020
Q2 | $7K | Buy |
+89
| New | +$7K | ﹤0.01% | 813 |
|
2020
Q1 | – | Sell |
-105
| Closed | -$9K | – | 488 |
|
2019
Q4 | $9K | Sell |
105
-424
| -80% | -$36.3K | ﹤0.01% | 408 |
|
2019
Q3 | $42K | Buy |
529
+2
| +0.4% | +$159 | 0.02% | 248 |
|
2019
Q2 | $41K | Hold |
527
| – | – | 0.02% | 244 |
|
2019
Q1 | $40K | Sell |
527
-126
| -19% | -$9.56K | 0.02% | 239 |
|
2018
Q4 | $47K | Buy |
653
+30
| +5% | +$2.16K | 0.03% | 199 |
|
2018
Q3 | $44K | Sell |
623
-735
| -54% | -$51.9K | 0.03% | 243 |
|
2018
Q2 | $93K | Buy |
1,358
+522
| +62% | +$35.7K | 0.05% | 186 |
|
2018
Q1 | $56K | Hold |
836
| – | – | 0.04% | 213 |
|
2017
Q4 | $68K | Hold |
836
| – | – | 0.05% | 194 |
|
2017
Q3 | $64K | Sell |
836
-91
| -10% | -$6.97K | 0.04% | 215 |
|
2017
Q2 | $71K | Buy |
927
+91
| +11% | +$6.97K | 0.05% | 206 |
|
2017
Q1 | $65K | Hold |
836
| – | – | 0.05% | 211 |
|
2016
Q4 | $64K | Buy |
+836
| New | +$64K | 0.05% | 201 |
|