Financial Gravity Asset Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $98.5K | Buy |
+1,757
| New | +$98.5K | 0.02% | 225 |
|
|
2024
Q2 | $91.8K | Sell |
1,873
-1,930
| -51% | -$94.6K | 0.02% | 196 |
|
|
2024
Q1 | $183K | Sell |
3,803
-33,657
| -90% | -$1.62M | 0.02% | 209 |
|
|
2023
Q4 | $2.48M | Buy |
37,460
+1,873
| +5% | +$124K | 0.03% | 192 |
|
|
2023
Q3 | $2.39M | Buy |
35,587
+33,662
| +1,749% | +$2.26M | 0.03% | 190 |
|
|
2023
Q2 | $631 | Buy |
1,925
+1,809
| +1,559% | +$593 | ﹤0.01% | 949 |
|
|
2023
Q1 | $6 | Buy |
116
+55
| +90% | +$3 | ﹤0.01% | 906 |
|
|
2022
Q4 | $4.47K | Buy |
+61
| New | +$4.47K | 0.02% | 422 |
|
|
2020
Q1 | – | Sell |
-195
| Closed | -$99K | – | 1169 |
|
|
2019
Q4 | $99K | Buy |
+195
| New | +$99K | 0.07% | 324 |
|
|
2019
Q3 | – | Sell |
-167
| Closed | -$13K | – | 1269 |
|
|
2019
Q2 | $13K | Buy |
167
+40
| +31% | +$3.11K | 0.01% | 537 |
|
|
2019
Q1 | $10K | Buy |
+127
| New | +$10K | 0.01% | 549 |
|
|
2018
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1104 |
|
|
2018
Q2 | $1K | Sell |
20
-2
| -9% | -$100 | ﹤0.01% | 1128 |
|
|
2018
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1102 |
|