HBW Advisory Services’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 | $723K | Buy |
12,797
+145
| +1% | +$8.2K | 0.09% | 200 |
|
|
2025
Q1 | $709K | Sell |
12,652
-309
| -2% | -$17.3K | 0.1% | 176 |
|
|
2024
Q4 | $698K | Sell |
12,961
-2,463
| -16% | -$133K | 0.07% | 170 |
|
|
2024
Q3 | $891K | Buy |
15,424
+15
| +0.1% | +$867 | 0.13% | 145 |
|
|
2024
Q2 | $755K | Buy |
15,409
+3,052
| +25% | +$150K | 0.13% | 157 |
|
|
2024
Q1 | $581K | Hold |
12,357
| – | – | 0.11% | 167 |
|
|
2023
Q4 | $581K | Buy |
12,357
+66
| +0.5% | +$3.1K | 0.11% | 167 |
|
|
2023
Q3 | $549K | Sell |
12,291
-336
| -3% | -$15K | 0.11% | 168 |
|
|
2023
Q2 | $654K | Buy |
+12,627
| New | +$654K | 0.14% | 154 |
|
|
2023
Q1 | – | Sell |
-3,806
| Closed | -$233K | – | 263 |
|
|
2022
Q4 | $233K | Sell |
3,806
-67
| -2% | -$4.1K | 0.06% | 225 |
|
|
2022
Q3 | $268K | Sell |
3,873
-39
| -1% | -$2.7K | 0.07% | 189 |
|
|
2022
Q2 | $312K | Sell |
3,912
-51
| -1% | -$4.07K | 0.08% | 176 |
|
|
2022
Q1 | $337K | Buy |
3,963
+33
| +0.8% | +$2.81K | 0.12% | 162 |
|
|
2021
Q4 | $309K | Sell |
3,930
-399
| -9% | -$31.4K | 0.07% | 204 |
|
|
2021
Q3 | $316K | Sell |
4,329
-136
| -3% | -$9.93K | 0.08% | 197 |
|
|
2021
Q2 | $328K | Sell |
4,465
-127
| -3% | -$9.33K | 0.09% | 180 |
|
|
2021
Q1 | $349K | Buy |
4,592
+6
| +0.1% | +$456 | 0.09% | 175 |
|
|
2020
Q4 | $345K | Sell |
4,586
-185
| -4% | -$13.9K | 0.1% | 151 |
|
|
2020
Q3 | $377K | Buy |
4,771
+184
| +4% | +$14.5K | 0.15% | 126 |
|
|
2020
Q2 | $372K | Buy |
+4,587
| New | +$372K | 0.17% | 122 |
|
|
2020
Q1 | – | Sell |
-4,377
| Closed | -$358K | – | 113 |
|
|
2019
Q4 | $358K | Buy |
+4,377
| New | +$358K | 0.21% | 98 |
|