Equitable Holdings’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 | $730K | Buy |
12,908
+3,399
| +36% | +$192K | 0.01% | 895 |
|
|
2025
Q1 | $533K | Sell |
9,509
-2,728
| -22% | -$153K | 0.01% | 900 |
|
|
2024
Q4 | $659K | Buy |
12,237
+352
| +3% | +$19K | 0.01% | 794 |
|
|
2024
Q3 | $687K | Buy |
11,885
+2,323
| +24% | +$134K | 0.01% | 786 |
|
|
2024
Q2 | $469K | Sell |
9,562
-1,303
| -12% | -$63.8K | ﹤0.01% | 855 |
|
|
2024
Q1 | $534K | Buy |
10,865
+929
| +9% | +$45.7K | 0.01% | 782 |
|
|
2023
Q4 | $467K | Sell |
9,936
-2,230
| -18% | -$105K | 0.01% | 798 |
|
|
2023
Q3 | $543K | Sell |
12,166
-333
| -3% | -$14.9K | 0.01% | 686 |
|
|
2023
Q2 | $647K | Buy |
12,499
+702
| +6% | +$36.4K | 0.01% | 623 |
|
|
2023
Q1 | $660K | Buy |
11,797
+3,674
| +45% | +$205K | 0.01% | 574 |
|
|
2022
Q4 | $498K | Buy |
8,123
+233
| +3% | +$14.3K | 0.01% | 615 |
|
|
2022
Q3 | $545K | Buy |
7,890
+336
| +4% | +$23.2K | 0.01% | 543 |
|
|
2022
Q2 | $603K | Sell |
7,554
-109
| -1% | -$8.7K | 0.01% | 520 |
|
|
2022
Q1 | $651K | Sell |
7,663
-970
| -11% | -$82.4K | 0.01% | 515 |
|
|
2021
Q4 | $678K | Buy |
8,633
+1,082
| +14% | +$85K | 0.01% | 494 |
|
|
2021
Q3 | $551K | Buy |
7,551
+150
| +2% | +$10.9K | 0.01% | 535 |
|
|
2021
Q2 | $544K | Buy |
7,401
+19
| +0.3% | +$1.4K | 0.01% | 522 |
|
|
2021
Q1 | $561K | Sell |
7,382
-75
| -1% | -$5.7K | 0.01% | 480 |
|
|
2020
Q4 | $561K | Sell |
7,457
-700
| -9% | -$52.7K | 0.01% | 436 |
|
|
2020
Q3 | $644K | Hold |
8,157
| – | – | 0.02% | 373 |
|
|
2020
Q2 | $662K | Sell |
8,157
-130
| -2% | -$10.6K | 0.02% | 359 |
|
|
2020
Q1 | $598K | Buy |
8,287
+1,081
| +15% | +$78K | 0.02% | 338 |
|
|
2019
Q4 | $597K | Buy |
+7,206
| New | +$597K | 0.02% | 373 |
|