Dover 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 | $674K | Sell |
11,920
-4,956
| -29% | -$280K | 0.3% | 84 |
|
|
2025
Q1 | $946K | Buy |
16,876
+1,032
| +7% | +$57.9K | 0.41% | 64 |
|
|
2024
Q4 | $853K | Buy |
15,844
+86
| +0.5% | +$4.63K | 0.49% | 64 |
|
|
2024
Q3 | $911K | Hold |
15,758
| – | – | 0.52% | 62 |
|
|
2024
Q2 | $772K | Buy |
15,758
+30
| +0.2% | +$1.47K | 0.48% | 66 |
|
|
2024
Q1 | $774K | Sell |
15,728
-3,263
| -17% | -$161K | 0.53% | 62 |
|
|
2023
Q4 | $893K | Sell |
18,991
-2,184
| -10% | -$103K | 1.17% | 30 |
|
|
2023
Q3 | $946K | Sell |
21,175
-1,066
| -5% | -$47.6K | 0.96% | 36 |
|
|
2023
Q2 | $1.15M | Sell |
22,241
-1,284
| -5% | -$66.5K | 1.02% | 31 |
|
|
2023
Q1 | $1.32M | Buy |
23,525
+1,810
| +8% | +$101K | 1.26% | 28 |
|
|
2022
Q4 | $1.33M | Buy |
+21,715
| New | +$1.33M | 1.44% | 23 |
|