Founders Financial Alliance’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 | $992K | Sell |
17,549
-407
| -2% | -$23K | 0.23% | 102 |
|
|
2025
Q1 | $1.01M | Buy |
17,956
+2,786
| +18% | +$156K | 0.24% | 93 |
|
|
2024
Q4 | $817K | Buy |
15,170
+69
| +0.5% | +$3.72K | 0.22% | 97 |
|
|
2024
Q3 | $873K | Buy |
15,101
+459
| +3% | +$26.5K | 0.24% | 93 |
|
|
2024
Q2 | $717K | Buy |
14,642
+61
| +0.4% | +$2.99K | 0.21% | 102 |
|
|
2024
Q1 | $717K | Buy |
14,581
+17
| +0.1% | +$836 | 0.22% | 102 |
|
|
2023
Q4 | $685K | Sell |
14,564
-1,378
| -9% | -$64.8K | 0.27% | 84 |
|
|
2023
Q3 | $712K | Sell |
15,942
-564
| -3% | -$25.2K | 0.31% | 77 |
|
|
2023
Q2 | $855K | Buy |
16,506
+2,312
| +16% | +$120K | 0.34% | 68 |
|
|
2023
Q1 | $807K | Sell |
14,194
-1,185
| -8% | -$67.3K | 0.4% | 62 |
|
|
2022
Q4 | $943K | Sell |
15,379
-42
| -0.3% | -$2.58K | 0.43% | 61 |
|
|
2022
Q3 | $1.07M | Buy |
15,421
+9,064
| +143% | +$627K | 0.54% | 46 |
|
|
2022
Q2 | $507K | Sell |
6,357
-9,186
| -59% | -$733K | 0.26% | 91 |
|
|
2022
Q1 | $1.32M | Sell |
15,543
-238
| -2% | -$20.2K | 0.59% | 43 |
|
|
2021
Q4 | $1.24M | Sell |
15,781
-788
| -5% | -$61.9K | 0.5% | 53 |
|
|
2021
Q3 | $1.21M | Sell |
16,569
-25
| -0.2% | -$1.82K | 0.57% | 43 |
|
|
2021
Q2 | $1.22M | Buy |
16,594
+67
| +0.4% | +$4.93K | 0.56% | 44 |
|
|
2021
Q1 | $1.27M | Sell |
16,527
-461
| -3% | -$35.5K | 0.63% | 34 |
|
|
2020
Q4 | $1.28M | Buy |
16,988
+2,756
| +19% | +$208K | 0.72% | 33 |
|
|
2020
Q3 | $1.13M | Buy |
+14,232
| New | +$1.13M | 0.68% | 30 |
|