Everett Harris & Co’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 | $7.38M | Buy |
130,643
+5,764
| +5% | +$326K | 0.09% | 61 |
|
|
2025
Q1 | $7M | Buy |
124,879
+2,848
| +2% | +$160K | 0.09% | 64 |
|
|
2024
Q4 | $6.57M | Buy |
122,031
+8,902
| +8% | +$479K | 0.08% | 65 |
|
|
2024
Q3 | $6.54M | Buy |
113,129
+25,280
| +29% | +$1.46M | 0.08% | 68 |
|
|
2024
Q2 | $4.3M | Buy |
87,849
+32,180
| +58% | +$1.58M | 0.06% | 73 |
|
|
2024
Q1 | $2.74M | Buy |
55,669
+10,690
| +24% | +$526K | 0.04% | 90 |
|
|
2023
Q4 | $2.11M | Sell |
44,979
-3,855
| -8% | -$181K | 0.03% | 97 |
|
|
2023
Q3 | $2.18M | Sell |
48,834
-2,295
| -4% | -$103K | 0.03% | 93 |
|
|
2023
Q2 | $2.65M | Buy |
51,129
+19,075
| +60% | +$988K | 0.04% | 84 |
|
|
2023
Q1 | $1.79M | Buy |
32,054
+880
| +3% | +$49.2K | 0.03% | 99 |
|
|
2022
Q4 | $1.91M | Buy |
31,174
+7,557
| +32% | +$463K | 0.03% | 95 |
|
|
2022
Q3 | $1.63M | Buy |
23,617
+495
| +2% | +$34.2K | 0.03% | 100 |
|
|
2022
Q2 | $1.85M | Buy |
23,122
+373
| +2% | +$29.8K | 0.03% | 99 |
|
|
2022
Q1 | $1.93M | Buy |
22,749
+350
| +2% | +$29.7K | 0.03% | 104 |
|
|
2021
Q4 | $1.76M | Buy |
22,399
+2,180
| +11% | +$171K | 0.02% | 107 |
|
|
2021
Q3 | $1.48M | Buy |
20,219
+2,820
| +16% | +$206K | 0.02% | 114 |
|
|
2021
Q2 | $1.28M | Buy |
17,399
+13,425
| +338% | +$988K | 0.02% | 127 |
|
|
2021
Q1 | $302K | Buy |
3,974
+100
| +3% | +$7.6K | 0.01% | 221 |
|
|
2020
Q4 | $291K | Hold |
3,874
| – | – | 0.01% | 217 |
|
|
2020
Q3 | $306K | Sell |
3,874
-482
| -11% | -$38.1K | 0.01% | 204 |
|
|
2020
Q2 | $354K | Buy |
4,356
+29
| +0.7% | +$2.36K | 0.01% | 178 |
|
|
2020
Q1 | $312K | Buy |
+4,327
| New | +$312K | 0.01% | 173 |
|