GIA
GHP Investment Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.6K | Buy |
1,232
+1,002
| +436% | +$56.6K | ﹤0.01% | 479 |
|
|
2025
Q1 | $12.9K | Sell |
230
-21
| -8% | -$1.18K | ﹤0.01% | 661 |
|
|
2024
Q4 | $13.5K | Sell |
251
-3
| -1% | -$162 | ﹤0.01% | 654 |
|
|
2024
Q3 | $14.7K | Buy |
+254
| New | +$14.7K | ﹤0.01% | 667 |
|
|
2023
Q3 | – | Sell |
-84
| Closed | -$4.17K | – | 941 |
|
|
2023
Q2 | $4.17K | Buy |
+84
| New | +$4.17K | ﹤0.01% | 786 |
|
|
2022
Q2 | – | Sell |
-79
| Closed | -$7K | – | 947 |
|
|
2022
Q1 | $7K | Buy |
+79
| New | +$7K | ﹤0.01% | 780 |
|
|
2018
Q3 | – | Sell |
-8,024
| Closed | -$547K | – | 301 |
|
|
2018
Q2 | $547K | Sell |
8,024
-25,955
| -76% | -$1.77M | 0.08% | 218 |
|
|
2018
Q1 | $2.29M | Sell |
33,979
-1,244
| -4% | -$83.9K | 0.32% | 101 |
|
|
2017
Q4 | $2.86M | Sell |
35,223
-1,338
| -4% | -$108K | 0.41% | 75 |
|
|
2017
Q3 | $2.81M | Sell |
36,561
-813
| -2% | -$62.6K | 0.43% | 70 |
|
|
2017
Q2 | $2.86M | Buy |
37,374
+93
| +0.2% | +$7.13K | 0.45% | 62 |
|
|
2017
Q1 | $2.89M | Sell |
37,281
-467
| -1% | -$36.2K | 0.5% | 61 |
|
|
2016
Q4 | $2.89M | Buy |
37,748
+1,784
| +5% | +$137K | 0.54% | 52 |
|
|
2016
Q3 | $2.67M | Buy |
35,964
+407
| +1% | +$30.2K | 0.55% | 49 |
|
|
2016
Q2 | $2.77M | Sell |
35,557
-148
| -0.4% | -$11.5K | 0.6% | 40 |
|
|
2016
Q1 | $2.68M | Sell |
35,705
-311
| -0.9% | -$23.4K | 0.61% | 39 |
|
|
2015
Q4 | $2.44M | Buy |
36,016
+323
| +0.9% | +$21.8K | 0.59% | 39 |
|
|
2015
Q3 | $2.51M | Buy |
35,693
+520
| +1% | +$36.6K | 0.65% | 33 |
|
|
2015
Q2 | $2.41M | Buy |
35,173
+2,149
| +7% | +$147K | 0.6% | 37 |
|
|
2015
Q1 | $2.34M | Buy |
33,024
+1,481
| +5% | +$105K | 0.61% | 33 |
|
|
2014
Q4 | $2.43M | Sell |
31,543
-296
| -0.9% | -$22.8K | 0.67% | 29 |
|
|
2014
Q3 | $2.2M | Buy |
31,839
+1,065
| +3% | +$73.6K | 0.65% | 31 |
|
|
2014
Q2 | $2.2M | Buy |
30,774
+1,125
| +4% | +$80.5K | 0.65% | 29 |
|
|
2014
Q1 | $2.11M | Buy |
29,649
+798
| +3% | +$56.7K | 0.67% | 27 |
|
|
2013
Q4 | $1.87M | Buy |
28,851
+591
| +2% | +$38.2K | 0.62% | 31 |
|
|
2013
Q3 | $1.77M | Buy |
28,260
+1,532
| +6% | +$95.7K | 0.64% | 30 |
|
|
2013
Q2 | $1.52M | Buy |
+26,728
| New | +$1.52M | 0.61% | 33 |
|