EP Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Sell |
15,380
-11
| -0.1% | -$622 | 0.01% | 596 |
|
|
2025
Q1 | $863K | Sell |
15,391
-584
| -4% | -$32.7K | 0.01% | 541 |
|
|
2024
Q4 | $860K | Buy |
15,975
+6,654
| +71% | +$358K | 0.01% | 546 |
|
|
2024
Q3 | $539K | Buy |
9,321
+783
| +9% | +$45.3K | ﹤0.01% | 666 |
|
|
2024
Q2 | $418K | Buy |
8,538
+914
| +12% | +$44.8K | ﹤0.01% | 575 |
|
|
2024
Q1 | $375K | Buy |
7,624
+739
| +11% | +$36.4K | ﹤0.01% | 574 |
|
|
2023
Q4 | $324K | Sell |
6,885
-1,365
| -17% | -$64.2K | ﹤0.01% | 595 |
|
|
2023
Q3 | $369K | Buy |
8,250
+1,719
| +26% | +$76.8K | 0.01% | 517 |
|
|
2023
Q2 | $388K | Sell |
6,531
-17,048
| -72% | -$1.01M | 0.01% | 512 |
|
|
2023
Q1 | $2.06M | Buy |
23,579
+16,042
| +213% | +$1.4M | 0.04% | 220 |
|
|
2022
Q4 | $462K | Buy |
+7,537
| New | +$462K | 0.01% | 392 |
|
|
2022
Q3 | – | Sell |
-4,377
| Closed | -$349K | – | 394 |
|
|
2022
Q2 | $349K | Buy |
4,377
+1,311
| +43% | +$105K | 0.01% | 451 |
|
|
2022
Q1 | $260K | Buy |
3,066
+14
| +0.5% | +$1.19K | 0.01% | 515 |
|
|
2021
Q4 | $240K | Sell |
3,052
-10
| -0.3% | -$786 | 0.01% | 503 |
|
|
2021
Q3 | $224K | Sell |
3,062
-1,634
| -35% | -$120K | 0.01% | 494 |
|
|
2021
Q2 | $346K | Sell |
4,696
-857
| -15% | -$63.1K | 0.01% | 411 |
|
|
2021
Q1 | $422K | Sell |
5,553
-917
| -14% | -$69.7K | 0.01% | 353 |
|
|
2020
Q4 | $487K | Sell |
6,470
-1,176
| -15% | -$88.5K | 0.02% | 269 |
|
|
2020
Q3 | $603K | Sell |
7,646
-1,995
| -21% | -$157K | 0.03% | 211 |
|
|
2020
Q2 | $783K | Sell |
9,641
-3,101
| -24% | -$252K | 0.03% | 201 |
|
|
2020
Q1 | $920K | Sell |
12,742
-1,251
| -9% | -$90.3K | 0.05% | 180 |
|
|
2019
Q4 | $1.16M | Buy |
13,993
+1,442
| +11% | +$119K | 0.05% | 174 |
|
|
2019
Q3 | $1.02M | Buy |
12,551
+603
| +5% | +$48.9K | 0.05% | 154 |
|
|
2019
Q2 | $924K | Buy |
11,948
+1,687
| +16% | +$130K | 0.06% | 139 |
|
|
2019
Q1 | $787K | Buy |
10,261
+311
| +3% | +$23.9K | 0.08% | 132 |
|
|
2018
Q4 | $711K | Buy |
9,950
+458
| +5% | +$32.7K | 0.05% | 148 |
|
|
2018
Q3 | $667K | Buy |
+9,492
| New | +$667K | 0.05% | 155 |
|