GLLW
Graves Light Lenhart Wealth’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
34,825
+958
| +3% | +$54.1K | 0.23% | 63 |
|
|
2025
Q1 | $1.9M | Buy |
33,867
+310
| +0.9% | +$17.4K | 0.23% | 62 |
|
|
2024
Q4 | $1.81M | Sell |
33,557
-119
| -0.4% | -$6.41K | 0.22% | 64 |
|
|
2024
Q3 | $1.95M | Sell |
33,676
-695
| -2% | -$40.2K | 0.24% | 63 |
|
|
2024
Q2 | $1.65M | Sell |
34,371
-3,305
| -9% | -$159K | 0.19% | 69 |
|
|
2024
Q1 | $1.85M | Sell |
37,676
-3,279
| -8% | -$161K | 0.21% | 64 |
|
|
2023
Q4 | $1.92M | Sell |
40,955
-1,719
| -4% | -$80.8K | 0.24% | 64 |
|
|
2023
Q3 | $1.78M | Sell |
42,674
-461
| -1% | -$19.2K | 0.24% | 63 |
|
|
2023
Q2 | $2.23M | Sell |
43,135
-693
| -2% | -$35.9K | 0.3% | 62 |
|
|
2023
Q1 | $2.45M | Sell |
43,828
-239
| -0.5% | -$13.4K | 0.38% | 55 |
|
|
2022
Q4 | $2.7M | Sell |
44,067
-104
| -0.2% | -$6.38K | 0.42% | 53 |
|
|
2022
Q3 | $3.05M | Sell |
44,171
-172
| -0.4% | -$11.9K | 0.51% | 47 |
|
|
2022
Q2 | $3.54M | Sell |
44,343
-2,611
| -6% | -$208K | 0.54% | 47 |
|
|
2022
Q1 | $3.99M | Buy |
46,954
+59
| +0.1% | +$5.01K | 0.56% | 49 |
|
|
2021
Q4 | $3.68M | Sell |
46,895
-894
| -2% | -$70.2K | 0.52% | 50 |
|
|
2021
Q3 | $3.49M | Sell |
47,789
-30
| -0.1% | -$2.19K | 0.55% | 49 |
|
|
2021
Q2 | $3.52M | Sell |
47,819
-341
| -0.7% | -$25.1K | 0.56% | 48 |
|
|
2021
Q1 | $3.66M | Sell |
48,160
-573
| -1% | -$43.5K | 0.63% | 45 |
|
|
2020
Q4 | $3.67M | Buy |
48,733
+517
| +1% | +$38.9K | 0.68% | 41 |
|
|
2020
Q3 | $3.81M | Sell |
48,216
-1,460
| -3% | -$115K | 0.84% | 36 |
|
|
2020
Q2 | $4.03M | Sell |
49,676
-1,577
| -3% | -$128K | 0.95% | 31 |
|
|
2020
Q1 | $3.7M | Buy |
51,253
+36
| +0.1% | +$2.6K | 1% | 29 |
|
|
2019
Q4 | $4.24M | Buy |
51,217
+699
| +1% | +$57.9K | 0.89% | 37 |
|
|
2019
Q3 | $4.17M | Buy |
50,518
+3,876
| +8% | +$320K | 0.92% | 35 |
|
|
2019
Q2 | $3.61M | Buy |
46,642
+1,737
| +4% | +$134K | 0.86% | 37 |
|
|
2019
Q1 | $3.44M | Buy |
44,905
+3,941
| +10% | +$302K | 0.88% | 38 |
|
|
2018
Q4 | $2.93M | Buy |
+40,964
| New | +$2.93M | 0.86% | 36 |
|