Crewe 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 | $102K | Buy |
1,797
+189
| +12% | +$10.7K | 0.01% | 219 |
|
|
2025
Q1 | $90.2K | Hold |
1,608
| – | – | 0.01% | 211 |
|
|
2024
Q4 | $86.6K | Sell |
1,608
-245
| -13% | -$13.2K | 0.01% | 225 |
|
|
2024
Q3 | $107K | Sell |
1,853
-31
| -2% | -$1.79K | 0.01% | 221 |
|
|
2024
Q2 | $92.3K | Hold |
1,884
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $92.7K | Buy |
+1,884
| New | +$92.7K | 0.01% | 284 |
|
|
2023
Q3 | – | Sell |
-2,143
| Closed | -$111K | – | 666 |
|
|
2023
Q2 | $111K | Sell |
2,143
-329
| -13% | -$17K | 0.02% | 191 |
|
|
2023
Q1 | $138K | Sell |
2,472
-48
| -2% | -$2.68K | 0.02% | 195 |
|
|
2022
Q4 | $155K | Sell |
2,520
-483
| -16% | -$29.6K | 0.02% | 181 |
|
|
2022
Q3 | $208K | Buy |
3,003
+111
| +4% | +$7.69K | 0.04% | 138 |
|
|
2022
Q2 | $231K | Buy |
2,892
+687
| +31% | +$54.9K | 0.05% | 116 |
|
|
2022
Q1 | $187K | Buy |
2,205
+1,608
| +269% | +$136K | 0.04% | 118 |
|
|
2021
Q4 | $47K | Buy |
+597
| New | +$47K | 0.01% | 191 |
|
|
2021
Q1 | – | Sell |
-23
| Closed | -$2K | – | 464 |
|
|
2020
Q4 | $2K | Sell |
23
-459
| -95% | -$39.9K | ﹤0.01% | 399 |
|
|
2020
Q3 | $38K | Buy |
+482
| New | +$38K | 0.02% | 146 |
|
|
2019
Q3 | – | Sell |
-8
| Closed | -$1K | – | 236 |
|
|
2019
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 281 |
|
|
2019
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 228 |
|
|
2018
Q1 | – | Sell |
-33
| Closed | -$3K | – | 272 |
|
|
2017
Q4 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 247 |
|