D.B. Root & Company’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 | $226K | Buy |
4,002
+246
| +7% | +$13.9K | 0.07% | 175 |
|
|
2025
Q1 | $211K | Buy |
3,756
+9
| +0.2% | +$505 | 0.07% | 170 |
|
|
2024
Q4 | $202K | Sell |
3,747
-647
| -15% | -$34.9K | 0.06% | 182 |
|
|
2024
Q3 | $254K | Sell |
4,394
-3,552
| -45% | -$205K | 0.08% | 151 |
|
|
2024
Q2 | $389K | Sell |
7,946
-6,198
| -44% | -$304K | 0.13% | 129 |
|
|
2024
Q1 | $696K | Sell |
14,144
-840
| -6% | -$41.3K | 0.24% | 94 |
|
|
2023
Q4 | $704K | Sell |
14,984
-966
| -6% | -$45.4K | 0.26% | 92 |
|
|
2023
Q3 | $712K | Sell |
15,950
-291
| -2% | -$13K | 0.28% | 91 |
|
|
2023
Q2 | $841K | Buy |
16,241
+65
| +0.4% | +$3.37K | 0.32% | 86 |
|
|
2023
Q1 | $904K | Sell |
16,176
-223
| -1% | -$12.5K | 0.36% | 79 |
|
|
2022
Q4 | $1.01M | Sell |
16,399
-33
| -0.2% | -$2.02K | 0.42% | 69 |
|
|
2022
Q3 | $1.14M | Sell |
16,432
-6
| -0% | -$414 | 0.52% | 47 |
|
|
2022
Q2 | $1.31M | Sell |
16,438
-82
| -0.5% | -$6.54K | 0.56% | 44 |
|
|
2022
Q1 | $1.4M | Sell |
16,520
-2,148
| -12% | -$182K | 0.52% | 42 |
|
|
2021
Q4 | $1.47M | Buy |
18,668
+2,647
| +17% | +$208K | 0.53% | 39 |
|
|
2021
Q3 | $1.17M | Buy |
16,021
+157
| +1% | +$11.5K | 0.46% | 47 |
|
|
2021
Q2 | $1.17M | Buy |
15,864
+260
| +2% | +$19.1K | 0.44% | 51 |
|
|
2021
Q1 | $1.19M | Buy |
15,604
+517
| +3% | +$39.3K | 0.47% | 49 |
|
|
2020
Q4 | $1.13M | Sell |
15,087
-1,496
| -9% | -$112K | 0.45% | 51 |
|
|
2020
Q3 | $1.31M | Sell |
16,583
-262
| -2% | -$20.7K | 0.53% | 39 |
|
|
2020
Q2 | $1.37M | Buy |
16,845
+66
| +0.4% | +$5.36K | 0.59% | 35 |
|
|
2020
Q1 | $1.21M | Buy |
16,779
+745
| +5% | +$53.8K | 0.61% | 35 |
|
|
2019
Q4 | $1.33M | Sell |
16,034
-318
| -2% | -$26.3K | 0.58% | 35 |
|
|
2019
Q3 | $1.33M | Buy |
16,352
+587
| +4% | +$47.6K | 0.62% | 34 |
|
|
2019
Q2 | $1.22M | Sell |
15,765
-2,055
| -12% | -$159K | 0.54% | 43 |
|
|
2019
Q1 | $1.37M | Sell |
17,820
-118
| -0.7% | -$9.05K | 0.58% | 44 |
|
|
2018
Q4 | $1.28M | Sell |
17,938
-1,359
| -7% | -$97.1K | 0.64% | 43 |
|
|
2018
Q3 | $1.36M | Buy |
19,297
+374
| +2% | +$26.3K | 0.6% | 44 |
|
|
2018
Q2 | $1.29M | Buy |
18,923
+534
| +3% | +$36.4K | 0.61% | 45 |
|
|
2018
Q1 | $1.24M | Buy |
18,389
+1,715
| +10% | +$116K | 0.65% | 43 |
|
|
2017
Q4 | $1.35M | Buy |
+16,674
| New | +$1.35M | 1.16% | 23 |
|