HB Wealth 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 | $1.89M | Sell |
33,390
-4,269
| -11% | -$241K | 0.02% | 384 |
|
|
2025
Q1 | $2.11M | Buy |
37,659
+1,666
| +5% | +$93.4K | 0.02% | 360 |
|
|
2024
Q4 | $1.94M | Buy |
35,993
+4,861
| +16% | +$262K | 0.02% | 288 |
|
|
2024
Q3 | $1.8M | Buy |
31,132
+705
| +2% | +$40.7K | 0.02% | 293 |
|
|
2024
Q2 | $1.49M | Buy |
30,427
+5,266
| +21% | +$258K | 0.02% | 300 |
|
|
2024
Q1 | $1.24M | Buy |
25,161
+3,721
| +17% | +$183K | 0.02% | 311 |
|
|
2023
Q4 | $1.01M | Buy |
21,440
+6,072
| +40% | +$285K | 0.01% | 316 |
|
|
2023
Q3 | $686K | Buy |
15,368
+1,533
| +11% | +$68.5K | 0.01% | 359 |
|
|
2023
Q2 | $717K | Buy |
13,835
+1,400
| +11% | +$72.5K | 0.01% | 345 |
|
|
2023
Q1 | $695K | Buy |
12,435
+1,106
| +10% | +$61.8K | 0.01% | 348 |
|
|
2022
Q4 | $695K | Sell |
11,329
-587
| -5% | -$36K | 0.01% | 334 |
|
|
2022
Q3 | $824K | Buy |
11,916
+424
| +4% | +$29.3K | 0.02% | 278 |
|
|
2022
Q2 | $917K | Buy |
11,492
+1,582
| +16% | +$126K | 0.02% | 259 |
|
|
2022
Q1 | $842K | Buy |
9,910
+1,437
| +17% | +$122K | 0.02% | 283 |
|
|
2021
Q4 | $666K | Buy |
+8,473
| New | +$666K | 0.01% | 277 |
|