First Horizon Advisors’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 | $919K | Sell |
16,252
-64
| -0.4% | -$3.62K | 0.02% | 264 |
|
|
2025
Q1 | $915K | Buy |
16,316
+250
| +2% | +$14K | 0.03% | 261 |
|
|
2024
Q4 | $865K | Sell |
16,066
-153
| -0.9% | -$8.24K | 0.02% | 269 |
|
|
2024
Q3 | $937K | Sell |
16,219
-597
| -4% | -$34.5K | 0.03% | 261 |
|
|
2024
Q2 | $824K | Sell |
16,816
-304
| -2% | -$14.9K | 0.03% | 269 |
|
|
2024
Q1 | $842K | Sell |
17,120
-47
| -0.3% | -$2.31K | 0.03% | 274 |
|
|
2023
Q4 | $807K | Buy |
17,167
+151
| +0.9% | +$7.1K | 0.03% | 279 |
|
|
2023
Q3 | $760K | Buy |
17,016
+126
| +0.7% | +$5.63K | 0.03% | 273 |
|
|
2023
Q2 | $875K | Buy |
16,890
+287
| +2% | +$14.9K | 0.03% | 269 |
|
|
2023
Q1 | $928K | Buy |
16,603
+10,261
| +162% | +$574K | 0.03% | 268 |
|
|
2022
Q4 | $389K | Sell |
6,342
-269
| -4% | -$16.5K | 0.01% | 356 |
|
|
2022
Q3 | $456K | Sell |
6,611
-93
| -1% | -$6.42K | 0.02% | 325 |
|
|
2022
Q2 | $533K | Buy |
6,704
+854
| +15% | +$67.9K | 0.02% | 321 |
|
|
2022
Q1 | $497K | Sell |
5,850
-2,342
| -29% | -$199K | 0.03% | 281 |
|
|
2021
Q4 | $643K | Buy |
8,192
+1,877
| +30% | +$147K | 0.02% | 319 |
|
|
2021
Q3 | $460K | Buy |
6,315
+5,594
| +776% | +$407K | 0.02% | 353 |
|
|
2021
Q2 | $52K | Sell |
721
-577
| -44% | -$41.6K | ﹤0.01% | 766 |
|
|
2021
Q1 | $97K | Buy |
1,298
+38
| +3% | +$2.84K | 0.01% | 515 |
|
|
2020
Q4 | $95K | Sell |
1,260
-588
| -32% | -$44.3K | 0.01% | 441 |
|
|
2020
Q3 | $145K | Sell |
1,848
-4,365
| -70% | -$342K | 0.01% | 344 |
|
|
2020
Q2 | $503K | Sell |
6,213
-1,110
| -15% | -$89.9K | 0.04% | 203 |
|
|
2020
Q1 | $527K | Sell |
7,323
-30
| -0.4% | -$2.16K | 0.05% | 193 |
|
|
2019
Q4 | $608K | Buy |
7,353
+40
| +0.5% | +$3.31K | 0.04% | 199 |
|
|
2019
Q3 | $592K | Sell |
7,313
-963
| -12% | -$78K | 0.05% | 200 |
|
|
2019
Q2 | $640K | Sell |
8,276
-111
| -1% | -$8.58K | 0.05% | 204 |
|
|
2019
Q1 | $641K | Sell |
8,387
-674
| -7% | -$51.5K | 0.05% | 202 |
|
|
2018
Q4 | $647K | Buy |
9,061
+1,323
| +17% | +$94.5K | 0.06% | 197 |
|
|
2018
Q3 | $543K | Buy |
7,738
+11
| +0.1% | +$772 | 0.04% | 237 |
|
|
2018
Q2 | $526K | Buy |
7,727
+211
| +3% | +$14.4K | 0.04% | 239 |
|
|
2018
Q1 | $499K | Sell |
7,516
-3,254
| -30% | -$216K | 0.05% | 203 |
|
|
2017
Q4 | $864K | Buy |
10,770
+32
| +0.3% | +$2.57K | 0.08% | 168 |
|
|
2017
Q3 | $825K | Buy |
10,738
+1,674
| +18% | +$129K | 0.09% | 166 |
|
|
2017
Q2 | $695K | Buy |
9,064
+79
| +0.9% | +$6.06K | 0.08% | 179 |
|
|
2017
Q1 | $696K | Buy |
8,985
+1,011
| +13% | +$78.3K | 0.08% | 181 |
|
|
2016
Q4 | $591K | Hold |
7,974
| – | – | 0.08% | 194 |
|
|
2016
Q3 | $591K | Sell |
7,974
-89
| -1% | -$6.6K | 0.08% | 191 |
|
|
2016
Q2 | $628K | Buy |
8,063
+89
| +1% | +$6.93K | 0.09% | 188 |
|
|
2016
Q1 | $597K | Sell |
7,974
-1,234
| -13% | -$92.4K | 0.07% | 191 |
|
|
2015
Q4 | $622K | Buy |
9,208
+1,200
| +15% | +$81.1K | 0.11% | 164 |
|
|
2015
Q3 | $564K | Hold |
8,008
| – | – | 0.09% | 180 |
|
|
2015
Q2 | $535K | Sell |
8,008
-116
| -1% | -$7.75K | 0.08% | 193 |
|
|
2015
Q1 | $575K | Buy |
8,124
+230
| +3% | +$16.3K | 0.08% | 196 |
|
|
2014
Q4 | $607K | Sell |
7,894
-292
| -4% | -$22.5K | 0.09% | 190 |
|
|
2014
Q3 | $565K | Hold |
8,186
| – | – | 0.09% | 194 |
|
|
2014
Q2 | $584K | Buy |
8,186
+2,552
| +45% | +$182K | 0.08% | 205 |
|
|
2014
Q1 | $400K | Sell |
5,634
-98
| -2% | -$6.96K | 0.06% | 236 |
|
|
2013
Q4 | $370K | Hold |
5,732
| – | – | 0.06% | 235 |
|
|
2013
Q3 | $358K | Buy |
5,732
+5,584
| +3,773% | +$349K | 0.06% | 223 |
|
|
2013
Q2 | $8K | Buy |
+148
| New | +$8K | ﹤0.01% | 562 |
|