EverSource Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
6,573
-12,534
| -66% | -$708K | 0.02% | 569 |
|
|
2025
Q1 | $1.07M | Buy |
19,107
+1,047
| +6% | +$58.7K | 0.06% | 228 |
|
|
2024
Q4 | $973K | Sell |
18,060
-1,014
| -5% | -$54.6K | 0.05% | 249 |
|
|
2024
Q3 | $1.1M | Buy |
19,074
+83
| +0.4% | +$4.8K | 0.07% | 205 |
|
|
2024
Q2 | $1.02M | Buy |
18,991
+8,974
| +90% | +$480K | 0.07% | 213 |
|
|
2024
Q1 | $511K | Buy |
10,017
+7,047
| +237% | +$359K | 0.04% | 264 |
|
|
2023
Q4 | $140K | Buy |
2,970
+975
| +49% | +$45.8K | 0.01% | 527 |
|
|
2023
Q3 | $89.1K | Buy |
1,995
+203
| +11% | +$9.07K | 0.01% | 609 |
|
|
2023
Q2 | $92.8K | Buy |
1,792
+479
| +36% | +$24.8K | 0.01% | 606 |
|
|
2023
Q1 | $73.4K | Sell |
1,313
-766
| -37% | -$42.8K | 0.01% | 649 |
|
|
2022
Q4 | $127K | Buy |
2,079
+903
| +77% | +$55.4K | 0.02% | 443 |
|
|
2022
Q3 | $81K | Buy |
1,176
+451
| +62% | +$31.1K | 0.02% | 496 |
|
|
2022
Q2 | $59K | Buy |
725
+83
| +13% | +$6.75K | 0.02% | 568 |
|
|
2022
Q1 | $55K | Sell |
642
-117
| -15% | -$10K | 0.01% | 452 |
|
|
2021
Q4 | $59K | Buy |
+759
| New | +$59K | 0.02% | 393 |
|