Global Wealth Management Investment Advisory’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 | $4.38M | Sell |
77,462
-2,852
| -4% | -$161K | 0.82% | 45 |
|
|
2025
Q1 | $4.5M | Buy |
80,314
+3,430
| +4% | +$192K | 0.9% | 38 |
|
|
2024
Q4 | $4.14M | Buy |
+76,884
| New | +$4.14M | 0.85% | 41 |
|
|
2024
Q1 | – | Sell |
-1,450
| Closed | -$68.2K | – | 211 |
|
|
2023
Q4 | $68.2K | Buy |
1,450
+92
| +7% | +$4.32K | 0.02% | 174 |
|
|
2023
Q3 | $60.7K | Sell |
1,358
-1
| -0.1% | -$45 | 0.02% | 182 |
|
|
2023
Q2 | $70.4K | Buy |
+1,359
| New | +$70.4K | 0.02% | 176 |
|
|
2022
Q4 | – | Sell |
-28,092
| Closed | -$1.94M | – | 133 |
|
|
2022
Q3 | $1.94M | Buy |
28,092
+502
| +2% | +$34.7K | 0.69% | 54 |
|
|
2022
Q2 | $2.2M | Buy |
27,590
+1,674
| +6% | +$134K | 0.74% | 48 |
|
|
2022
Q1 | $2.2M | Buy |
25,916
+1,537
| +6% | +$131K | 0.66% | 55 |
|
|
2021
Q4 | $1.92M | Buy |
24,379
+1,043
| +4% | +$81.9K | 0.58% | 63 |
|
|
2021
Q3 | $1.7M | Buy |
23,336
+1,087
| +5% | +$79.4K | 0.54% | 65 |
|
|
2021
Q2 | $1.64M | Buy |
22,249
+678
| +3% | +$49.9K | 0.54% | 66 |
|
|
2021
Q1 | $1.64M | Sell |
21,571
-3,590
| -14% | -$273K | 0.59% | 61 |
|
|
2020
Q4 | $1.89M | Buy |
25,161
+788
| +3% | +$59.3K | 0.73% | 47 |
|
|
2020
Q3 | $1.92M | Buy |
24,373
+1,564
| +7% | +$123K | 0.83% | 41 |
|
|
2020
Q2 | $1.85M | Buy |
22,809
+133
| +0.6% | +$10.8K | 0.79% | 47 |
|
|
2020
Q1 | $1.64M | Sell |
22,676
-1,772
| -7% | -$128K | 0.83% | 46 |
|
|
2019
Q4 | $2.03M | Buy |
24,448
+833
| +4% | +$69K | 0.86% | 45 |
|
|
2019
Q3 | $1.91M | Buy |
23,615
+959
| +4% | +$77.7K | 0.88% | 47 |
|
|
2019
Q2 | $1.75M | Buy |
22,656
+1,523
| +7% | +$118K | 0.85% | 43 |
|
|
2019
Q1 | $1.62M | Sell |
21,133
-2,064
| -9% | -$158K | 0.84% | 44 |
|
|
2018
Q4 | $1.66M | Buy |
+23,197
| New | +$1.66M | 0.96% | 36 |
|