Harbor 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 | $82.2K | Buy |
1,455
+25
| +2% | +$1.41K | 0.01% | 533 |
|
|
2025
Q1 | $80.2K | Hold |
1,430
| – | – | 0.01% | 517 |
|
|
2024
Q4 | $77K | Buy |
1,430
+7
| +0.5% | +$377 | 0.01% | 507 |
|
|
2024
Q3 | $82.2K | Sell |
1,423
-3
| -0.2% | -$173 | 0.01% | 499 |
|
|
2024
Q2 | $69.9K | Sell |
1,426
-147
| -9% | -$7.2K | 0.01% | 519 |
|
|
2024
Q1 | $77.4K | Hold |
1,573
| – | – | 0.01% | 495 |
|
|
2023
Q4 | $73.9K | Sell |
1,573
-2
| -0.1% | -$94 | 0.01% | 484 |
|
|
2023
Q3 | $70.4K | Sell |
1,575
-1,399
| -47% | -$62.5K | 0.01% | 471 |
|
|
2023
Q2 | $154K | Sell |
2,974
-159
| -5% | -$8.24K | 0.02% | 399 |
|
|
2023
Q1 | $175K | Sell |
3,133
-305
| -9% | -$17.1K | 0.03% | 371 |
|
|
2022
Q4 | $211K | Buy |
3,438
+532
| +18% | +$32.6K | 0.03% | 334 |
|
|
2022
Q3 | $201K | Buy |
2,906
+471
| +19% | +$32.6K | 0.03% | 326 |
|
|
2022
Q2 | $194K | Buy |
2,435
+584
| +32% | +$46.5K | 0.03% | 343 |
|
|
2022
Q1 | $157K | Buy |
1,851
+83
| +5% | +$7.04K | 0.02% | 420 |
|
|
2021
Q4 | $139K | Hold |
1,768
| – | – | 0.02% | 446 |
|
|
2021
Q3 | $129K | Hold |
1,768
| – | – | 0.02% | 457 |
|
|
2021
Q2 | $130K | Hold |
1,768
| – | – | 0.02% | 452 |
|
|
2021
Q1 | $134K | Sell |
1,768
-410
| -19% | -$31.1K | 0.02% | 410 |
|
|
2020
Q4 | $164K | Sell |
2,178
-422
| -16% | -$31.8K | 0.03% | 347 |
|
|
2020
Q3 | $205K | Sell |
2,600
-145
| -5% | -$11.4K | 0.04% | 272 |
|
|
2020
Q2 | $223K | Sell |
2,745
-90
| -3% | -$7.31K | 0.05% | 247 |
|
|
2020
Q1 | $205K | Sell |
2,835
-802
| -22% | -$58K | 0.06% | 228 |
|
|
2019
Q4 | $301K | Buy |
+3,637
| New | +$301K | 0.07% | 202 |
|