Edge Capital Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $458K | Buy |
+8,496
| New | +$458K | 0.02% | 219 |
|
|
2023
Q3 | – | Sell |
-19,639
| Closed | -$1.02M | – | 297 |
|
|
2023
Q2 | $1.02M | Sell |
19,639
-220
| -1% | -$11.4K | 0.06% | 172 |
|
|
2023
Q1 | $1.11M | Buy |
19,859
+15,854
| +396% | +$886K | 0.07% | 161 |
|
|
2022
Q4 | $246K | Buy |
4,005
+381
| +11% | +$23.4K | 0.02% | 259 |
|
|
2022
Q3 | $250K | Buy |
3,624
+177
| +5% | +$12.2K | 0.02% | 249 |
|
|
2022
Q2 | $275K | Sell |
3,447
-276
| -7% | -$22K | 0.02% | 237 |
|
|
2022
Q1 | $316K | Buy |
3,723
+35
| +0.9% | +$2.97K | 0.02% | 241 |
|
|
2021
Q4 | $290K | Sell |
3,688
-393
| -10% | -$30.9K | 0.02% | 236 |
|
|
2021
Q3 | $298K | Buy |
4,081
+1,293
| +46% | +$94.4K | 0.02% | 227 |
|
|
2021
Q2 | $205K | Sell |
2,788
-1,515
| -35% | -$111K | 0.02% | 260 |
|
|
2021
Q1 | $327K | Buy |
4,303
+379
| +10% | +$28.8K | 0.03% | 215 |
|
|
2020
Q4 | $295K | Sell |
3,924
-4,122
| -51% | -$310K | 0.02% | 214 |
|
|
2020
Q3 | $635K | Sell |
8,046
-93,984
| -92% | -$7.42M | 0.06% | 140 |
|
|
2020
Q2 | $8.28M | Sell |
102,030
-3,714
| -4% | -$302K | 0.87% | 27 |
|
|
2020
Q1 | $7.63M | Sell |
105,744
-5,938
| -5% | -$429K | 0.91% | 25 |
|
|
2019
Q4 | $9.25M | Buy |
111,682
+867
| +0.8% | +$71.8K | 0.9% | 28 |
|
|
2019
Q3 | $8.98M | Buy |
110,815
+98,125
| +773% | +$7.95M | 0.91% | 29 |
|
|
2019
Q2 | $981K | Sell |
12,690
-190
| -1% | -$14.7K | 0.09% | 129 |
|
|
2019
Q1 | $987K | Buy |
12,880
+3,549
| +38% | +$272K | 0.1% | 120 |
|
|
2018
Q4 | $667K | Buy |
+9,331
| New | +$667K | 0.07% | 137 |
|