D.A. Davidson & Co’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 | $3.22M | Buy |
56,944
+259
| +0.5% | +$14.6K | 0.02% | 461 |
|
|
2025
Q1 | $3.18M | Sell |
56,685
-766
| -1% | -$43K | 0.03% | 432 |
|
|
2024
Q4 | $3.09M | Buy |
57,451
+1,825
| +3% | +$98.3K | 0.03% | 432 |
|
|
2024
Q3 | $3.21M | Buy |
55,626
+898
| +2% | +$51.9K | 0.03% | 427 |
|
|
2024
Q2 | $2.68M | Buy |
54,728
+24,061
| +78% | +$1.18M | 0.02% | 453 |
|
|
2024
Q1 | $1.51M | Sell |
30,667
-6,932
| -18% | -$341K | 0.01% | 609 |
|
|
2023
Q4 | $1.77M | Sell |
37,599
-6,971
| -16% | -$328K | 0.02% | 532 |
|
|
2023
Q3 | $1.99M | Sell |
44,570
-7,362
| -14% | -$329K | 0.02% | 483 |
|
|
2023
Q2 | $2.69M | Buy |
51,932
+474
| +0.9% | +$24.5K | 0.03% | 407 |
|
|
2023
Q1 | $2.87M | Buy |
51,458
+8,371
| +19% | +$468K | 0.03% | 382 |
|
|
2022
Q4 | $2.65M | Buy |
43,087
+8,258
| +24% | +$507K | 0.03% | 382 |
|
|
2022
Q3 | $2.43M | Sell |
34,829
-24
| -0.1% | -$1.67K | 0.03% | 376 |
|
|
2022
Q2 | $2.78M | Sell |
34,853
-401
| -1% | -$32K | 0.03% | 350 |
|
|
2022
Q1 | $3M | Buy |
35,254
+1,315
| +4% | +$112K | 0.03% | 370 |
|
|
2021
Q4 | $2.67M | Buy |
33,939
+2,073
| +7% | +$163K | 0.03% | 395 |
|
|
2021
Q3 | $2.33M | Buy |
31,866
+108
| +0.3% | +$7.89K | 0.03% | 400 |
|
|
2021
Q2 | $2.34M | Sell |
31,758
-127
| -0.4% | -$9.34K | 0.03% | 406 |
|
|
2021
Q1 | $2.42M | Buy |
31,885
+579
| +2% | +$44K | 0.03% | 365 |
|
|
2020
Q4 | $2.34M | Sell |
31,306
-1,492
| -5% | -$112K | 0.04% | 323 |
|
|
2020
Q3 | $2.59M | Sell |
32,798
-2,981
| -8% | -$235K | 0.05% | 274 |
|
|
2020
Q2 | $2.91M | Buy |
35,779
+103
| +0.3% | +$8.36K | 0.05% | 236 |
|
|
2020
Q1 | $2.63M | Buy |
35,676
+2,952
| +9% | +$218K | 0.05% | 264 |
|
|
2019
Q4 | $2.71M | Buy |
32,724
+924
| +3% | +$76.4K | 0.04% | 309 |
|
|
2019
Q3 | $2.58M | Buy |
31,800
+956
| +3% | +$77.5K | 0.05% | 297 |
|
|
2019
Q2 | $2.39M | Sell |
30,844
-133
| -0.4% | -$10.3K | 0.04% | 302 |
|
|
2019
Q1 | $2.37M | Buy |
30,977
+12,180
| +65% | +$931K | 0.04% | 330 |
|
|
2018
Q4 | $1.34M | Buy |
18,797
+3,390
| +22% | +$242K | 0.03% | 414 |
|
|
2018
Q3 | $1.08M | Buy |
15,407
+1,147
| +8% | +$80.6K | 0.02% | 488 |
|
|
2018
Q2 | $972K | Sell |
14,260
-1,571
| -10% | -$107K | 0.02% | 504 |
|
|
2018
Q1 | $1.07M | Buy |
15,831
+179
| +1% | +$12.1K | 0.02% | 458 |
|
|
2017
Q4 | $1.27M | Buy |
15,652
+1,081
| +7% | +$87.6K | 0.03% | 410 |
|
|
2017
Q3 | $1.12M | Buy |
14,571
+34
| +0.2% | +$2.61K | 0.02% | 473 |
|
|
2017
Q2 | $1.11M | Buy |
14,537
+2,861
| +25% | +$219K | 0.03% | 431 |
|
|
2017
Q1 | $905K | Buy |
11,676
+139
| +1% | +$10.8K | 0.02% | 463 |
|
|
2016
Q4 | $883K | Sell |
11,537
-198
| -2% | -$15.2K | 0.02% | 498 |
|
|
2016
Q3 | $871K | Buy |
11,735
+907
| +8% | +$67.3K | 0.02% | 492 |
|
|
2016
Q2 | $843K | Sell |
10,828
-275
| -2% | -$21.4K | 0.02% | 429 |
|
|
2016
Q1 | $834K | Sell |
11,103
-103
| -0.9% | -$7.74K | 0.03% | 419 |
|
|
2015
Q4 | $757K | Sell |
11,206
-536
| -5% | -$36.2K | 0.02% | 444 |
|
|
2015
Q3 | $826K | Buy |
11,742
+650
| +6% | +$45.7K | 0.03% | 420 |
|
|
2015
Q2 | $741K | Sell |
11,092
-489
| -4% | -$32.7K | 0.02% | 468 |
|
|
2015
Q1 | $820K | Sell |
11,581
-300
| -3% | -$21.2K | 0.03% | 452 |
|
|
2014
Q4 | $913K | Buy |
11,881
+751
| +7% | +$57.7K | 0.03% | 431 |
|
|
2014
Q3 | $768K | Sell |
11,130
-120
| -1% | -$8.28K | 0.03% | 472 |
|
|
2014
Q2 | $804K | Buy |
11,250
+470
| +4% | +$33.6K | 0.03% | 475 |
|
|
2014
Q1 | $765K | Sell |
10,780
-2,650
| -20% | -$188K | 0.03% | 486 |
|
|
2013
Q4 | $868K | Buy |
13,430
+2,650
| +25% | +$171K | 0.03% | 441 |
|
|
2013
Q3 | $673K | Hold |
10,780
| – | – | 0.03% | 431 |
|
|
2013
Q2 | $612K | Buy |
+10,780
| New | +$612K | 0.03% | 429 |
|