Foundations Investment Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Buy |
15,037
+4,296
| +40% | +$243K | 0.01% | 467 |
|
|
2025
Q1 | $602K | Sell |
10,741
-1,022
| -9% | -$57.3K | 0.01% | 528 |
|
|
2024
Q4 | $634K | Buy |
11,763
+365
| +3% | +$19.7K | 0.01% | 490 |
|
|
2024
Q3 | $659K | Buy |
11,398
+1,262
| +12% | +$72.9K | 0.01% | 447 |
|
|
2024
Q2 | $497K | Buy |
10,136
+1,024
| +11% | +$50.2K | 0.01% | 497 |
|
|
2024
Q1 | $448K | Sell |
9,112
-565
| -6% | -$27.8K | 0.01% | 488 |
|
|
2023
Q4 | $452K | Buy |
9,677
+936
| +11% | +$43.7K | 0.01% | 459 |
|
|
2023
Q3 | $390K | Sell |
8,741
-1,387
| -14% | -$62K | 0.01% | 450 |
|
|
2023
Q2 | $525K | Sell |
10,128
-6,160
| -38% | -$319K | 0.02% | 356 |
|
|
2023
Q1 | $911K | Buy |
16,288
+723
| +5% | +$40.4K | 0.03% | 250 |
|
|
2022
Q4 | $954K | Buy |
15,565
+4,935
| +46% | +$303K | 0.04% | 204 |
|
|
2022
Q3 | $735K | Buy |
10,630
+4,233
| +66% | +$293K | 0.03% | 202 |
|
|
2022
Q2 | $512K | Buy |
6,397
+2,076
| +48% | +$166K | 0.02% | 222 |
|
|
2022
Q1 | $378K | Buy |
4,321
+242
| +6% | +$21.2K | 0.01% | 232 |
|
|
2021
Q4 | $324K | Buy |
4,079
+930
| +30% | +$73.9K | 0.01% | 265 |
|
|
2021
Q3 | $229K | Buy |
+3,149
| New | +$229K | 0.01% | 283 |
|
|
2020
Q1 | – | Sell |
-2,578
| Closed | -$212K | – | 120 |
|
|
2019
Q4 | $212K | Sell |
2,578
-1,130
| -30% | -$92.9K | 0.03% | 122 |
|
|
2019
Q3 | $295K | Buy |
3,708
+851
| +30% | +$67.7K | 0.04% | 105 |
|
|
2019
Q2 | $223K | Buy |
+2,857
| New | +$223K | 0.03% | 112 |
|