D.J. St. Germain’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 | $364K | Buy |
6,442
+1,333
| +26% | +$75.3K | 0.02% | 242 |
|
|
2025
Q1 | $286K | Sell |
5,109
-1,513
| -23% | -$84.8K | 0.01% | 244 |
|
|
2024
Q4 | $357K | Sell |
6,622
-305
| -4% | -$16.4K | 0.02% | 246 |
|
|
2024
Q3 | $400K | Sell |
6,927
-3,309
| -32% | -$191K | 0.02% | 222 |
|
|
2024
Q2 | $502K | Buy |
10,236
+3,294
| +47% | +$161K | 0.02% | 197 |
|
|
2024
Q1 | $341K | Buy |
6,942
+387
| +6% | +$19K | 0.02% | 228 |
|
|
2023
Q4 | $308K | Sell |
6,555
-9,638
| -60% | -$453K | 0.02% | 229 |
|
|
2023
Q3 | $723K | Sell |
16,193
-1,840
| -10% | -$82.2K | 0.04% | 165 |
|
|
2023
Q2 | $934K | Buy |
+18,033
| New | +$934K | 0.05% | 149 |
|
|
2022
Q4 | $345K | Buy |
27,179
+5,001
| +23% | +$63.4K | 0.12% | 82 |
|
|
2022
Q3 | $1.77M | Hold |
22,178
| – | – | 0.12% | 102 |
|
|
2022
Q2 | $1.77M | Sell |
22,178
-5
| -0% | -$399 | 0.12% | 102 |
|
|
2022
Q1 | $1.89M | Buy |
22,183
+428
| +2% | +$36.4K | 0.11% | 104 |
|
|
2021
Q4 | $1.71M | Buy |
21,755
+1,935
| +10% | +$152K | 0.09% | 108 |
|
|
2021
Q3 | $1.45M | Sell |
19,820
-1,712
| -8% | -$125K | 0.09% | 107 |
|
|
2021
Q2 | $1.58M | Buy |
21,532
+438
| +2% | +$32.2K | 0.1% | 107 |
|
|
2021
Q1 | $1.6M | Sell |
21,094
-278
| -1% | -$21.1K | 0.11% | 98 |
|
|
2020
Q4 | $1.61M | Sell |
21,372
-117
| -0.5% | -$8.8K | 0.11% | 98 |
|
|
2020
Q3 | $1.7M | Sell |
21,489
-10
| -0% | -$789 | 0.14% | 90 |
|
|
2020
Q2 | $1.75M | Buy |
21,499
+105
| +0.5% | +$8.52K | 0.15% | 87 |
|
|
2020
Q1 | $1.54M | Sell |
21,394
-109
| -0.5% | -$7.87K | 0.15% | 89 |
|
|
2019
Q4 | $1.78M | Buy |
21,503
+7,680
| +56% | +$636K | 0.15% | 95 |
|
|
2019
Q3 | $1.12M | Sell |
13,823
-140
| -1% | -$11.3K | 0.12% | 89 |
|
|
2019
Q2 | $1.08M | Sell |
13,963
-415
| -3% | -$32.1K | 0.12% | 86 |
|
|
2019
Q1 | $1.1M | Buy |
14,378
+45
| +0.3% | +$3.45K | 0.12% | 87 |
|
|
2018
Q4 | $1.02M | Sell |
14,333
-215
| -1% | -$15.4K | 0.12% | 87 |
|
|
2018
Q3 | $1.02M | Buy |
14,548
+655
| +5% | +$46K | 0.11% | 82 |
|
|
2018
Q2 | $947K | Buy |
+13,893
| New | +$947K | 0.11% | 81 |
|
|
2018
Q1 | – | Sell |
-20,007
| Closed | -$1.62M | – | 161 |
|
|
2017
Q4 | $1.62M | Buy |
20,007
+522
| +3% | +$42.3K | 0.19% | 69 |
|
|
2017
Q3 | $1.5M | Sell |
19,485
-239
| -1% | -$18.4K | 0.19% | 69 |
|
|
2017
Q2 | $1.51M | Buy |
19,724
+221
| +1% | +$16.9K | 0.2% | 69 |
|
|
2017
Q1 | $1.51M | Sell |
19,503
-89
| -0.5% | -$6.9K | 0.21% | 69 |
|
|
2016
Q4 | $1.5M | Buy |
19,592
+13,704
| +233% | +$1.05M | 0.2% | 70 |
|
|
2016
Q3 | $437K | Buy |
5,888
+183
| +3% | +$13.6K | 0.06% | 102 |
|
|
2016
Q2 | $445K | Buy |
5,705
+200
| +4% | +$15.6K | 0.06% | 107 |
|
|
2016
Q1 | $414K | Buy |
5,505
+756
| +16% | +$56.9K | 0.06% | 111 |
|
|
2015
Q4 | $321K | Buy |
+4,749
| New | +$321K | 0.05% | 112 |
|