Dynamic Advisor Solutions’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
5,856
-166
| -3% | -$9.38K | 0.01% | 716 |
|
|
2025
Q1 | $338K | Buy |
6,022
+193
| +3% | +$10.8K | 0.01% | 671 |
|
|
2024
Q4 | $314K | Sell |
5,829
-108
| -2% | -$5.82K | 0.01% | 520 |
|
|
2024
Q3 | $343K | Sell |
5,937
-491
| -8% | -$28.4K | 0.01% | 711 |
|
|
2024
Q2 | $315K | Buy |
6,428
+491
| +8% | +$24.1K | 0.01% | 750 |
|
|
2024
Q1 | $292K | Buy |
5,937
+323
| +6% | +$15.9K | 0.01% | 768 |
|
|
2023
Q4 | $275K | Buy |
5,614
+88
| +2% | +$4.32K | 0.01% | 745 |
|
|
2023
Q3 | $247K | Buy |
5,526
+122
| +2% | +$5.45K | 0.01% | 714 |
|
|
2023
Q2 | $280K | Sell |
5,404
-1,416
| -21% | -$73.3K | 0.01% | 648 |
|
|
2023
Q1 | $381K | Sell |
6,820
-402
| -6% | -$22.5K | 0.02% | 538 |
|
|
2022
Q4 | $443K | Buy |
7,222
+1,973
| +38% | +$121K | 0.03% | 474 |
|
|
2022
Q3 | $363K | Buy |
5,249
+454
| +9% | +$31.4K | 0.03% | 472 |
|
|
2022
Q2 | $383K | Sell |
4,795
-69
| -1% | -$5.51K | 0.03% | 467 |
|
|
2022
Q1 | $413K | Buy |
4,864
+254
| +6% | +$21.6K | 0.03% | 473 |
|
|
2021
Q4 | $362K | Buy |
4,610
+414
| +10% | +$32.5K | 0.03% | 512 |
|
|
2021
Q3 | $306K | Buy |
4,196
+470
| +13% | +$34.3K | 0.02% | 570 |
|
|
2021
Q2 | $274K | Buy |
3,726
+294
| +9% | +$21.6K | 0.02% | 570 |
|
|
2021
Q1 | $261K | Buy |
3,432
+233
| +7% | +$17.7K | 0.02% | 529 |
|
|
2020
Q4 | $241K | Buy |
3,199
+650
| +26% | +$49K | 0.02% | 544 |
|
|
2020
Q3 | $201K | Buy |
2,549
+63
| +3% | +$4.97K | 0.02% | 527 |
|
|
2020
Q2 | $202K | Buy |
+2,486
| New | +$202K | 0.03% | 479 |
|
|
2019
Q4 | – | Sell |
-2,613
| Closed | -$212K | – | 561 |
|
|
2019
Q3 | $212K | Buy |
+2,613
| New | +$212K | 0.03% | 457 |
|
|
2018
Q4 | – | Sell |
-6,326
| Closed | -$445K | – | 401 |
|
|
2018
Q3 | $445K | Buy |
6,326
+98
| +2% | +$6.89K | 0.09% | 234 |
|
|
2018
Q2 | $424K | Buy |
6,228
+2,446
| +65% | +$167K | 0.1% | 240 |
|
|
2018
Q1 | $255K | Buy |
+3,782
| New | +$255K | 0.07% | 287 |
|