FSC Wealth 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 | – | Sell |
-647
| Closed | -$36.3K | – | 110 |
|
|
2025
Q1 | $36.3K | Buy |
647
+5
| +0.8% | +$280 | 0.02% | 132 |
|
|
2024
Q4 | $34.6K | Sell |
642
-145
| -18% | -$7.81K | 0.02% | 134 |
|
|
2024
Q3 | $45.5K | Buy |
787
+5
| +0.6% | +$289 | 0.03% | 119 |
|
|
2024
Q2 | $38.3K | Buy |
782
+100
| +15% | +$4.9K | 0.03% | 118 |
|
|
2024
Q1 | $33.5K | Sell |
682
-2
| -0.3% | -$98 | 0.02% | 127 |
|
|
2023
Q4 | $32.1K | Hold |
684
| – | – | 0.02% | 125 |
|
|
2023
Q3 | $30.6K | Buy |
684
+410
| +150% | +$18.3K | 0.03% | 106 |
|
|
2023
Q2 | $14.2K | Hold |
274
| – | – | 0.01% | 128 |
|
|
2023
Q1 | $15.3K | Hold |
274
| – | – | 0.02% | 97 |
|
|
2022
Q4 | $16.8K | Hold |
274
| – | – | 0.03% | 92 |
|
|
2022
Q3 | $19K | Hold |
274
| – | – | 0.18% | 82 |
|
|
2022
Q2 | $22K | Hold |
274
| – | – | 0.2% | 79 |
|
|
2022
Q1 | $23K | Hold |
274
| – | – | 0.02% | 89 |
|
|
2021
Q4 | $22K | Buy |
+274
| New | +$22K | 0.01% | 99 |
|