Global Retirement Partners’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 | $736K | Buy |
+13,017
| New | +$736K | 0.02% | 594 |
|
|
2024
Q4 | $750K | Sell |
13,931
-492
| -3% | -$26.5K | 0.02% | 520 |
|
|
2024
Q3 | $834K | Sell |
14,423
-2,412
| -14% | -$139K | 0.03% | 485 |
|
|
2024
Q2 | $825K | Buy |
16,835
+4,599
| +38% | +$225K | 0.03% | 469 |
|
|
2024
Q1 | $602K | Sell |
12,236
-303
| -2% | -$14.9K | 0.02% | 484 |
|
|
2023
Q4 | $586K | Sell |
12,539
-9,051
| -42% | -$423K | 0.02% | 456 |
|
|
2023
Q3 | $906K | Sell |
21,590
-1,267
| -6% | -$53.2K | 0.05% | 328 |
|
|
2023
Q2 | $1.18M | Buy |
22,857
+1,158
| +5% | +$60K | 0.06% | 287 |
|
|
2023
Q1 | $1.21M | Buy |
21,699
+4,372
| +25% | +$244K | 0.06% | 271 |
|
|
2022
Q4 | $1.06M | Sell |
17,327
-13,306
| -43% | -$816K | 0.07% | 251 |
|
|
2022
Q3 | $2.14M | Buy |
30,633
+2,470
| +9% | +$173K | 0.16% | 139 |
|
|
2022
Q2 | $2.25M | Buy |
28,163
+1,770
| +7% | +$141K | 0.18% | 125 |
|
|
2022
Q1 | $2.24M | Buy |
+26,393
| New | +$2.24M | 0.18% | 131 |
|
|
2021
Q4 | – | Sell |
-15,131
| Closed | -$1.11M | – | 559 |
|
|
2021
Q3 | $1.11M | Buy |
15,131
+164
| +1% | +$12K | 0.11% | 181 |
|
|
2021
Q2 | $1.1M | Buy |
14,967
+377
| +3% | +$27.7K | 0.11% | 181 |
|
|
2021
Q1 | $1.11M | Sell |
14,590
-775
| -5% | -$58.9K | 0.13% | 151 |
|
|
2020
Q4 | $1.16M | Buy |
15,365
+423
| +3% | +$31.8K | 0.14% | 140 |
|
|
2020
Q3 | $1.18M | Buy |
14,942
+79
| +0.5% | +$6.23K | 0.17% | 129 |
|
|
2020
Q2 | $1.21M | Sell |
14,863
-636
| -4% | -$51.6K | 0.19% | 115 |
|
|
2020
Q1 | $1.12M | Sell |
15,499
-1,140
| -7% | -$82.3K | 0.21% | 102 |
|
|
2019
Q4 | $1.38M | Buy |
16,639
+501
| +3% | +$41.5K | 0.21% | 103 |
|
|
2019
Q3 | $1.31M | Buy |
16,138
+3,190
| +25% | +$259K | 0.22% | 109 |
|
|
2019
Q2 | $1M | Buy |
12,948
+7,708
| +147% | +$596K | 0.19% | 108 |
|
|
2019
Q1 | $402K | Buy |
5,240
+274
| +6% | +$21K | 0.1% | 186 |
|
|
2018
Q4 | $355K | Buy |
4,966
+415
| +9% | +$29.7K | 0.09% | 210 |
|
|
2018
Q3 | $320K | Buy |
4,551
+2
| +0% | +$141 | 0.07% | 228 |
|
|
2018
Q2 | $310K | Buy |
4,549
+389
| +9% | +$26.5K | 0.08% | 223 |
|
|
2018
Q1 | $280K | Sell |
4,160
-1
| -0% | -$67 | 0.08% | 231 |
|
|
2017
Q4 | $337K | Buy |
4,161
+3,607
| +651% | +$292K | 0.09% | 192 |
|
|
2017
Q3 | $43K | Buy |
554
+36
| +7% | +$2.79K | 0.02% | 464 |
|
|
2017
Q2 | $40K | Buy |
518
+59
| +13% | +$4.56K | 0.02% | 452 |
|
|
2017
Q1 | $36K | Sell |
459
-251
| -35% | -$19.7K | 0.02% | 429 |
|
|
2016
Q4 | $54K | Buy |
+710
| New | +$54K | 0.04% | 342 |
|