Gryphon Financial Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,089
| Closed | -$282K | – | 201 |
|
|
2022
Q3 | $282K | Buy |
4,089
+198
| +5% | +$13.7K | 0.07% | 153 |
|
|
2022
Q2 | $311K | Buy |
3,891
+30
| +0.8% | +$2.4K | 0.08% | 143 |
|
|
2022
Q1 | $328K | Sell |
3,861
-35
| -0.9% | -$2.97K | 0.07% | 147 |
|
|
2021
Q4 | $306K | Buy |
3,896
+109
| +3% | +$8.56K | 0.06% | 162 |
|
|
2021
Q3 | $277K | Sell |
3,787
-202
| -5% | -$14.8K | 0.06% | 159 |
|
|
2021
Q2 | $300K | Buy |
3,989
+284
| +8% | +$21.4K | 0.07% | 137 |
|
|
2021
Q1 | $281K | Sell |
3,705
-117
| -3% | -$8.87K | 0.06% | 137 |
|
|
2020
Q4 | $288K | Sell |
3,822
-68
| -2% | -$5.12K | 0.07% | 126 |
|
|
2020
Q3 | $305K | Buy |
3,890
+1,296
| +50% | +$102K | 0.09% | 117 |
|
|
2020
Q2 | $210K | Sell |
2,594
-1,471
| -36% | -$119K | 0.07% | 121 |
|
|
2020
Q1 | $293K | Sell |
4,065
-174
| -4% | -$12.5K | 0.11% | 104 |
|
|
2019
Q4 | $351K | Sell |
4,239
-62
| -1% | -$5.13K | 0.09% | 120 |
|
|
2019
Q3 | $348K | Buy |
+4,301
| New | +$348K | 0.1% | 112 |
|
|
2018
Q3 | – | Sell |
-214
| Closed | -$14K | – | 315 |
|
|
2018
Q2 | $14K | Sell |
214
-28
| -12% | -$1.83K | 0.01% | 442 |
|
|
2018
Q1 | $17K | Sell |
242
-39
| -14% | -$2.74K | 0.01% | 415 |
|
|
2017
Q4 | $23K | Buy |
+281
| New | +$23K | 0.01% | 374 |
|