Evoke Wealth’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 | $347K | Buy |
6,147
+1,829
| +42% | +$103K | 0.01% | 414 |
|
|
2025
Q1 | $242K | Buy |
+4,318
| New | +$242K | 0.01% | 390 |
|
|
2024
Q4 | – | Sell |
-3,535
| Closed | -$204K | – | 439 |
|
|
2024
Q3 | $204K | Buy |
+3,535
| New | +$204K | 0.01% | 393 |
|
|
2022
Q4 | – | Sell |
-2,504
| Closed | -$173K | – | 550 |
|
|
2022
Q3 | $173K | Sell |
2,504
-10
| -0.4% | -$691 | 0.01% | 343 |
|
|
2022
Q2 | $201K | Buy |
2,514
+37
| +1% | +$2.96K | 0.01% | 311 |
|
|
2022
Q1 | $210K | Buy |
2,477
+41
| +2% | +$3.48K | 0.01% | 346 |
|
|
2021
Q4 | $191K | Buy |
2,436
+6
| +0.2% | +$470 | 0.01% | 371 |
|
|
2021
Q3 | $177K | Sell |
2,430
-6
| -0.2% | -$437 | 0.01% | 356 |
|
|
2021
Q2 | $179K | Sell |
2,436
-43
| -2% | -$3.16K | 0.01% | 367 |
|
|
2021
Q1 | $188K | Buy |
2,479
+36
| +1% | +$2.73K | 0.01% | 313 |
|
|
2020
Q4 | $184K | Sell |
2,443
-465
| -16% | -$35K | 0.01% | 241 |
|
|
2020
Q3 | $230K | Sell |
2,908
-37
| -1% | -$2.93K | 0.02% | 196 |
|
|
2020
Q2 | $239K | Sell |
2,945
-2,831
| -49% | -$230K | 0.02% | 181 |
|
|
2020
Q1 | $417K | Sell |
5,776
-3,491
| -38% | -$252K | 0.06% | 111 |
|
|
2019
Q4 | $767K | Buy |
9,267
+305
| +3% | +$25.3K | 0.1% | 92 |
|
|
2019
Q3 | $726K | Buy |
+8,962
| New | +$726K | 0.09% | 117 |
|