Hartford Financial Management’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 | $307K | Sell |
5,435
-26,000
| -83% | -$1.47M | 0.08% | 122 |
|
|
2025
Q1 | $1.76M | Hold |
31,435
| – | – | 0.36% | 82 |
|
|
2024
Q4 | $1.69M | Sell |
31,435
-89
| -0.3% | -$4.79K | 0.35% | 85 |
|
|
2024
Q3 | $1.82M | Sell |
31,524
-17,084
| -35% | -$987K | 0.37% | 82 |
|
|
2024
Q2 | $2.38M | Buy |
48,608
+1,625
| +3% | +$79.6K | 0.51% | 60 |
|
|
2024
Q1 | $2.31M | Buy |
46,983
+848
| +2% | +$41.7K | 0.49% | 62 |
|
|
2023
Q4 | $2.17M | Buy |
46,135
+1,169
| +3% | +$54.9K | 0.49% | 64 |
|
|
2023
Q3 | $2.01M | Sell |
44,966
-1,055
| -2% | -$47.1K | 0.51% | 64 |
|
|
2023
Q2 | $2.38M | Buy |
46,021
+3,505
| +8% | +$182K | 0.59% | 55 |
|
|
2023
Q1 | $2.38M | Buy |
42,516
+922
| +2% | +$51.5K | 0.61% | 57 |
|
|
2022
Q4 | $2.55M | Sell |
41,594
-2,309
| -5% | -$142K | 0.67% | 55 |
|
|
2022
Q3 | $3.03M | Sell |
43,903
-656
| -1% | -$45.3K | 0.89% | 39 |
|
|
2022
Q2 | $3.56M | Sell |
44,559
-741
| -2% | -$59.1K | 0.99% | 38 |
|
|
2022
Q1 | $3.85M | Buy |
45,300
+128
| +0.3% | +$10.9K | 0.93% | 39 |
|
|
2021
Q4 | $3.55M | Sell |
45,172
-186
| -0.4% | -$14.6K | 0.83% | 41 |
|
|
2021
Q3 | $3.31M | Buy |
45,358
+517
| +1% | +$37.8K | 0.84% | 42 |
|
|
2021
Q2 | $3.3M | Buy |
44,841
+974
| +2% | +$71.7K | 0.82% | 48 |
|
|
2021
Q1 | $3.33M | Buy |
43,867
+1,081
| +3% | +$82.1K | 0.83% | 43 |
|
|
2020
Q4 | $3.22M | Buy |
42,786
+81
| +0.2% | +$6.09K | 0.85% | 38 |
|
|
2020
Q3 | $3.37M | Buy |
42,705
+960
| +2% | +$75.8K | 1% | 33 |
|
|
2020
Q2 | $3.39M | Buy |
41,745
+3,324
| +9% | +$270K | 1.08% | 29 |
|
|
2020
Q1 | $2.77M | Sell |
38,421
-4,544
| -11% | -$328K | 1.11% | 28 |
|
|
2019
Q4 | $3.56M | Buy |
42,965
+509
| +1% | +$42.2K | 1.11% | 27 |
|
|
2019
Q3 | $3.44M | Sell |
42,456
-329
| -0.8% | -$26.7K | 1.15% | 26 |
|
|
2019
Q2 | $3.31M | Buy |
42,785
+195
| +0.5% | +$15.1K | 1.1% | 27 |
|
|
2019
Q1 | $3.27M | Buy |
42,590
+3,667
| +9% | +$281K | 1.12% | 26 |
|
|
2018
Q4 | $2.78M | Buy |
38,923
+1,647
| +4% | +$118K | 1.06% | 29 |
|
|
2018
Q3 | $2.62M | Buy |
37,276
+416
| +1% | +$29.2K | 0.89% | 37 |
|
|
2018
Q2 | $2.51M | Buy |
36,860
+26,312
| +249% | +$1.79M | 0.9% | 36 |
|
|
2018
Q1 | $711K | Hold |
10,548
| – | – | 0.36% | 68 |
|
|
2017
Q4 | $855K | Sell |
10,548
-200
| -2% | -$16.2K | 0.42% | 67 |
|
|
2017
Q3 | $826K | Hold |
10,748
| – | – | 0.42% | 67 |
|
|
2017
Q2 | $823K | Buy |
10,748
+1,936
| +22% | +$148K | 0.37% | 74 |
|
|
2017
Q1 | $683K | Hold |
8,812
| – | – | 0.41% | 67 |
|
|
2016
Q4 | $675K | Sell |
8,812
-900
| -9% | -$68.9K | 0.4% | 70 |
|
|
2016
Q3 | $721K | Sell |
9,712
-42
| -0.4% | -$3.12K | 0.44% | 69 |
|
|
2016
Q2 | $760K | Buy |
9,754
+100
| +1% | +$7.79K | 0.46% | 66 |
|
|
2016
Q1 | $725K | Buy |
9,654
+200
| +2% | +$15K | 0.45% | 67 |
|
|
2015
Q4 | $639K | Buy |
9,454
+900
| +11% | +$60.8K | 0.4% | 66 |
|
|
2015
Q3 | $602K | Hold |
8,554
| – | – | 0.4% | 69 |
|
|
2015
Q2 | $572K | Hold |
8,554
| – | – | 0.33% | 74 |
|
|
2015
Q1 | $606K | Hold |
8,554
| – | – | 0.37% | 73 |
|
|
2014
Q4 | $657K | Sell |
8,554
-100
| -1% | -$7.68K | 0.4% | 71 |
|
|
2014
Q3 | $597K | Hold |
8,654
| – | – | 0.36% | 78 |
|
|
2014
Q2 | $618K | Hold |
8,654
| – | – | 0.37% | 76 |
|
|
2014
Q1 | $614K | Hold |
8,654
| – | – | 0.4% | 71 |
|
|
2013
Q4 | $559K | Sell |
8,654
-200
| -2% | -$12.9K | 0.36% | 74 |
|
|
2013
Q3 | $553K | Sell |
8,854
-8,900
| -50% | -$556K | 0.38% | 72 |
|
|
2013
Q2 | $1.01M | Buy |
+17,754
| New | +$1.01M | 0.7% | 57 |
|