HeadInvest LLC’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 | $366K | Sell |
6,477
-1,670
| -20% | -$94.4K | 0.08% | 166 |
|
|
2025
Q1 | $457K | Sell |
8,147
-260
| -3% | -$14.6K | 0.09% | 154 |
|
|
2024
Q4 | $453K | Sell |
8,407
-517
| -6% | -$27.8K | 0.09% | 154 |
|
|
2024
Q3 | $516K | Buy |
8,924
+55
| +0.6% | +$3.18K | 0.1% | 148 |
|
|
2024
Q2 | $435K | Buy |
8,869
+40
| +0.5% | +$1.96K | 0.09% | 158 |
|
|
2024
Q1 | $434K | Sell |
8,829
-145
| -2% | -$7.13K | 0.08% | 159 |
|
|
2023
Q4 | $422K | Sell |
8,974
-2,130
| -19% | -$100K | 0.09% | 157 |
|
|
2023
Q3 | $470K | Sell |
11,104
-950
| -8% | -$40.2K | 0.1% | 137 |
|
|
2023
Q2 | $598K | Buy |
12,054
+1,778
| +17% | +$88.2K | 0.13% | 117 |
|
|
2023
Q1 | $575K | Buy |
10,276
+1,105
| +12% | +$61.8K | 0.13% | 117 |
|
|
2022
Q4 | $562K | Sell |
9,171
-105
| -1% | -$6.44K | 0.13% | 121 |
|
|
2022
Q3 | $641K | Sell |
9,276
-200
| -2% | -$13.8K | 0.15% | 105 |
|
|
2022
Q2 | $756K | Buy |
9,476
+300
| +3% | +$23.9K | 0.17% | 99 |
|
|
2022
Q1 | $780K | Sell |
9,176
-165
| -2% | -$14K | 0.15% | 107 |
|
|
2021
Q4 | $734K | Hold |
9,341
| – | – | 0.13% | 113 |
|
|
2021
Q3 | $682K | Buy |
9,341
+912
| +11% | +$66.6K | 0.13% | 115 |
|
|
2021
Q2 | $620K | Buy |
8,429
+9
| +0.1% | +$662 | 0.12% | 129 |
|
|
2021
Q1 | $639K | Buy |
8,420
+2,995
| +55% | +$227K | 0.13% | 119 |
|
|
2020
Q4 | $408K | Buy |
+5,425
| New | +$408K | 0.09% | 146 |
|