CreativeOne Wealth’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 | $243K | Buy |
4,293
+388
| +10% | +$21.9K | 0.01% | 997 |
|
|
2025
Q1 | $219K | Buy |
+3,905
| New | +$219K | 0.01% | 971 |
|
|
2023
Q3 | – | Sell |
-4,910
| Closed | -$254K | – | 634 |
|
|
2023
Q2 | $254K | Sell |
4,910
-757
| -13% | -$39.2K | 0.01% | 695 |
|
|
2023
Q1 | $317K | Buy |
5,667
+821
| +17% | +$45.9K | 0.02% | 617 |
|
|
2022
Q4 | $297K | Sell |
4,846
-107
| -2% | -$6.56K | 0.02% | 575 |
|
|
2022
Q3 | $342K | Buy |
4,953
+810
| +20% | +$55.9K | 0.02% | 498 |
|
|
2022
Q2 | $331K | Sell |
4,143
-294
| -7% | -$23.5K | 0.02% | 522 |
|
|
2022
Q1 | $377K | Sell |
4,437
-947
| -18% | -$80.5K | 0.02% | 512 |
|
|
2021
Q4 | $423K | Sell |
5,384
-201
| -4% | -$15.8K | 0.02% | 494 |
|
|
2021
Q3 | $408K | Sell |
5,585
-171
| -3% | -$12.5K | 0.02% | 461 |
|
|
2021
Q2 | $424K | Buy |
5,756
+232
| +4% | +$17.1K | 0.03% | 427 |
|
|
2021
Q1 | $419K | Buy |
5,524
+1,195
| +28% | +$90.6K | 0.03% | 370 |
|
|
2020
Q4 | $326K | Buy |
+4,329
| New | +$326K | 0.03% | 359 |
|