Good Life 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 | $709K | Sell |
12,542
-1,420
| -10% | -$80.3K | 0.04% | 251 |
|
|
2025
Q1 | $783K | Buy |
13,962
+2,795
| +25% | +$157K | 0.06% | 222 |
|
|
2024
Q4 | $601K | Sell |
11,167
-1,857
| -14% | -$100K | 0.04% | 255 |
|
|
2024
Q3 | $753K | Buy |
13,024
+1,412
| +12% | +$81.6K | 0.05% | 264 |
|
|
2024
Q2 | $569K | Buy |
11,612
+998
| +9% | +$48.9K | 0.05% | 240 |
|
|
2024
Q1 | $522K | Sell |
10,614
-16
| -0.2% | -$787 | 0.05% | 241 |
|
|
2023
Q4 | $500K | Sell |
10,630
-825
| -7% | -$38.8K | 0.05% | 229 |
|
|
2023
Q3 | $512K | Sell |
11,455
-39
| -0.3% | -$1.74K | 0.06% | 211 |
|
|
2023
Q2 | $595K | Sell |
11,494
-1,408
| -11% | -$72.9K | 0.07% | 199 |
|
|
2023
Q1 | $721K | Buy |
12,902
+491
| +4% | +$27.5K | 0.09% | 164 |
|
|
2022
Q4 | $761K | Buy |
12,411
+339
| +3% | +$20.8K | 0.11% | 157 |
|
|
2022
Q3 | $834K | Buy |
12,072
+128
| +1% | +$8.84K | 0.12% | 137 |
|
|
2022
Q2 | $953K | Buy |
11,944
+511
| +4% | +$40.8K | 0.13% | 125 |
|
|
2022
Q1 | $971K | Sell |
11,433
-3,329
| -23% | -$283K | 0.12% | 131 |
|
|
2021
Q4 | $1.16M | Buy |
14,762
+655
| +5% | +$51.5K | 0.14% | 119 |
|
|
2021
Q3 | $1.03M | Buy |
14,107
+2,351
| +20% | +$172K | 0.14% | 119 |
|
|
2021
Q2 | $865K | Buy |
11,756
+577
| +5% | +$42.5K | 0.16% | 105 |
|
|
2021
Q1 | $850K | Buy |
11,179
+426
| +4% | +$32.4K | 0.17% | 111 |
|
|
2020
Q4 | $807K | Sell |
10,753
-451
| -4% | -$33.8K | 0.19% | 96 |
|
|
2020
Q3 | $887K | Sell |
11,204
-2,575
| -19% | -$204K | 0.24% | 80 |
|
|
2020
Q2 | $1.12M | Sell |
13,779
-260
| -2% | -$21.1K | 0.34% | 66 |
|
|
2020
Q1 | $1.01M | Buy |
14,039
+821
| +6% | +$59.2K | 0.37% | 66 |
|
|
2019
Q4 | $1.1M | Sell |
13,218
-2,604
| -16% | -$216K | 0.31% | 62 |
|
|
2019
Q3 | $1.28M | Buy |
15,822
+1,660
| +12% | +$134K | 0.4% | 52 |
|
|
2019
Q2 | $1.1M | Buy |
14,162
+1,079
| +8% | +$83.6K | 0.32% | 55 |
|
|
2019
Q1 | $1.01M | Buy |
13,083
+4,628
| +55% | +$356K | 0.3% | 59 |
|
|
2018
Q4 | $604K | Sell |
8,455
-3,960
| -32% | -$283K | 0.19% | 97 |
|
|
2018
Q3 | $873K | Buy |
12,415
+748
| +6% | +$52.6K | 0.25% | 73 |
|
|
2018
Q2 | $795K | Buy |
11,667
+4,863
| +71% | +$331K | 0.25% | 72 |
|
|
2018
Q1 | $457K | Sell |
6,804
-1,066
| -14% | -$71.6K | 0.16% | 115 |
|
|
2017
Q4 | $614K | Buy |
7,870
+164
| +2% | +$12.8K | 0.19% | 85 |
|
|
2017
Q3 | $591K | Buy |
7,706
+2,544
| +49% | +$195K | 0.22% | 73 |
|
|
2017
Q2 | $390K | Buy |
5,162
+206
| +4% | +$15.6K | 0.17% | 102 |
|
|
2017
Q1 | $386K | Buy |
4,956
+266
| +6% | +$20.7K | 0.18% | 102 |
|
|
2016
Q4 | $356K | Buy |
+4,690
| New | +$356K | 0.21% | 83 |
|