Ethic Inc’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 | $700K | Buy |
12,534
+208
| +2% | +$11.6K | 0.01% | 721 |
|
|
2025
Q1 | $693K | Buy |
12,326
+3,142
| +34% | +$177K | 0.01% | 685 |
|
|
2024
Q4 | $495K | Buy |
9,184
+3,797
| +70% | +$205K | 0.01% | 809 |
|
|
2024
Q3 | $265K | Sell |
5,387
-684
| -11% | -$33.6K | 0.01% | 918 |
|
|
2024
Q2 | $297K | Buy |
6,071
+684
| +13% | +$33.5K | 0.01% | 910 |
|
|
2024
Q1 | $265K | Buy |
5,387
+16
| +0.3% | +$787 | 0.01% | 914 |
|
|
2023
Q4 | $252K | Buy |
5,371
+610
| +13% | +$28.7K | 0.01% | 925 |
|
|
2023
Q3 | $213K | Buy |
+4,761
| New | +$213K | 0.01% | 919 |
|
|
2022
Q4 | – | Sell |
-6,506
| Closed | -$450K | – | 912 |
|
|
2022
Q3 | $450K | Sell |
6,506
-22
| -0.3% | -$1.52K | 0.03% | 523 |
|
|
2022
Q2 | $521K | Buy |
6,528
+1,071
| +20% | +$85.5K | 0.04% | 462 |
|
|
2022
Q1 | $464K | Buy |
+5,457
| New | +$464K | 0.03% | 482 |
|