Elmwood Wealth Management’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 | $973K | Buy |
17,224
+19
| +0.1% | +$1.07K | 0.39% | 75 |
|
|
2025
Q1 | $965K | Sell |
17,205
-74
| -0.4% | -$4.15K | 0.4% | 76 |
|
|
2024
Q4 | $931K | Sell |
17,279
-771
| -4% | -$41.5K | 0.38% | 78 |
|
|
2024
Q3 | $1.04M | Sell |
18,050
-2,448
| -12% | -$141K | 0.43% | 77 |
|
|
2024
Q2 | $1M | Sell |
20,498
-904
| -4% | -$44.3K | 0.45% | 76 |
|
|
2024
Q1 | $1.05M | Buy |
21,402
+8,905
| +71% | +$438K | 0.45% | 75 |
|
|
2023
Q4 | $587K | Buy |
12,497
+1,259
| +11% | +$59.2K | 0.41% | 65 |
|
|
2023
Q3 | $502K | Buy |
11,238
+1,161
| +12% | +$51.9K | 0.24% | 93 |
|
|
2023
Q2 | $522K | Sell |
10,077
-42
| -0.4% | -$2.18K | 0.24% | 91 |
|
|
2023
Q1 | $566K | Buy |
10,119
+1,285
| +15% | +$71.8K | 0.27% | 88 |
|
|
2022
Q4 | $542K | Buy |
8,834
+4,065
| +85% | +$249K | 0.27% | 92 |
|
|
2022
Q3 | $330K | Buy |
4,769
+50
| +1% | +$3.46K | 0.16% | 96 |
|
|
2022
Q2 | $377K | Sell |
4,719
-150
| -3% | -$12K | 0.21% | 91 |
|
|
2022
Q1 | $414K | Sell |
4,869
-30
| -0.6% | -$2.55K | 0.21% | 90 |
|
|
2021
Q4 | $385K | Buy |
+4,899
| New | +$385K | 0.18% | 92 |
|
|
2021
Q2 | $396K | Hold |
5,380
| – | – | 0.21% | 85 |
|
|
2021
Q1 | $409K | Buy |
+5,380
| New | +$409K | 0.25% | 82 |
|