Financial Management Professionals’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 | $64.3K | Buy |
1,138
+46
| +4% | +$2.6K | 0.01% | 226 |
|
|
2025
Q1 | $61.3K | Buy |
1,092
+53
| +5% | +$2.97K | 0.01% | 237 |
|
|
2024
Q4 | $56K | Sell |
1,039
-24
| -2% | -$1.29K | 0.01% | 251 |
|
|
2024
Q3 | $61K | Sell |
1,063
-34
| -3% | -$1.95K | 0.01% | 239 |
|
|
2024
Q2 | $54K | Sell |
1,097
-68
| -6% | -$3.35K | 0.01% | 249 |
|
|
2024
Q1 | $57K | Buy |
1,165
+70
| +6% | +$3.43K | 0.01% | 260 |
|
|
2023
Q4 | $51K | Buy |
1,095
+64
| +6% | +$2.98K | 0.01% | 256 |
|
|
2023
Q3 | $46K | Buy |
1,031
+354
| +52% | +$15.8K | 0.01% | 254 |
|
|
2023
Q2 | $35K | Buy |
677
+4
| +0.6% | +$207 | 0.01% | 301 |
|
|
2023
Q1 | $38K | Buy |
673
+265
| +65% | +$15K | 0.01% | 302 |
|
|
2022
Q4 | $25K | Sell |
408
-134
| -25% | -$8.21K | 0.01% | 337 |
|
|
2022
Q3 | $37K | Buy |
542
+41
| +8% | +$2.8K | 0.01% | 252 |
|
|
2022
Q2 | $40K | Sell |
501
-4
| -0.8% | -$319 | 0.01% | 249 |
|
|
2022
Q1 | $43K | Buy |
505
+81
| +19% | +$6.9K | 0.01% | 249 |
|
|
2021
Q4 | $33K | Sell |
424
-30
| -7% | -$2.34K | 0.01% | 275 |
|
|
2021
Q3 | $33K | Sell |
454
-95
| -17% | -$6.91K | 0.01% | 276 |
|
|
2021
Q2 | $40K | Hold |
549
| – | – | 0.01% | 241 |
|
|
2021
Q1 | $42K | Sell |
549
-15
| -3% | -$1.15K | 0.01% | 230 |
|
|
2020
Q4 | $42K | Hold |
564
| – | – | 0.01% | 234 |
|
|
2020
Q3 | $45K | Buy |
564
+10
| +2% | +$798 | 0.02% | 216 |
|
|
2020
Q2 | $45K | Sell |
554
-16
| -3% | -$1.3K | 0.02% | 219 |
|
|
2020
Q1 | $41K | Sell |
570
-22
| -4% | -$1.58K | 0.02% | 101 |
|
|
2019
Q4 | $49K | Hold |
592
| – | – | 0.02% | 102 |
|
|
2019
Q3 | $48K | Buy |
592
+22
| +4% | +$1.78K | 0.02% | 99 |
|
|
2019
Q2 | $44K | Hold |
570
| – | – | 0.02% | 104 |
|
|
2019
Q1 | $44K | Hold |
570
| – | – | 0.02% | 95 |
|
|
2018
Q4 | $41K | Hold |
570
| – | – | 0.03% | 90 |
|
|
2018
Q3 | $40K | Hold |
570
| – | – | 0.02% | 98 |
|
|
2018
Q2 | $39K | Hold |
570
| – | – | 0.02% | 103 |
|
|
2018
Q1 | $38K | Buy |
+570
| New | +$38K | 0.02% | 103 |
|
|
2016
Q3 | – | Sell |
-190
| Closed | -$14K | – | 325 |
|
|
2016
Q2 | $14K | Buy |
+190
| New | +$14K | 0.01% | 170 |
|