ECA
Elevated Capital Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
18,080
| – | – | 0.28% | 94 |
|
|
2025
Q1 | $1.01M | Buy |
18,080
+446
| +3% | +$25K | 0.28% | 94 |
|
|
2024
Q4 | $950K | Buy |
17,634
+2,466
| +16% | +$133K | 0.26% | 113 |
|
|
2024
Q3 | $877K | Sell |
15,168
-422
| -3% | -$24.4K | 0.23% | 130 |
|
|
2024
Q2 | $764K | Buy |
+15,590
| New | +$764K | 0.21% | 128 |
|
|
2023
Q3 | – | Sell |
-26,607
| Closed | -$1.38M | – | 172 |
|
|
2023
Q2 | $1.38M | Buy |
26,607
+2,062
| +8% | +$107K | 0.46% | 80 |
|
|
2023
Q1 | $1.37M | Buy |
24,545
+2,085
| +9% | +$117K | 0.49% | 75 |
|
|
2022
Q4 | $1.38M | Buy |
22,460
+2,975
| +15% | +$182K | 0.53% | 64 |
|
|
2022
Q3 | $1.35M | Buy |
+19,485
| New | +$1.35M | 0.53% | 63 |
|
|
2022
Q1 | $1.41M | Buy |
+16,623
| New | +$1.41M | 0.47% | 72 |
|
|
2021
Q3 | $1M | Buy |
+13,752
| New | +$1M | 0.35% | 90 |
|
|
2021
Q1 | $900K | Buy |
11,232
+871
| +8% | +$69.8K | 0.35% | 96 |
|
|
2020
Q4 | $779K | Sell |
10,361
-641
| -6% | -$48.2K | 0.34% | 100 |
|
|
2020
Q3 | $944K | Sell |
11,002
-390
| -3% | -$33.5K | 0.44% | 76 |
|
|
2020
Q2 | $907K | Buy |
+11,392
| New | +$907K | 0.43% | 86 |
|
|
2019
Q4 | $407K | Buy |
+4,911
| New | +$407K | 0.45% | 65 |
|
|
2019
Q1 | $881K | Buy |
+11,046
| New | +$881K | 0.58% | 51 |
|