Heritage Wealth Advisors’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 | $820K | Buy |
14,508
+23
| +0.2% | +$1.3K | 0.04% | 96 |
|
|
2025
Q1 | $812K | Sell |
14,485
-263
| -2% | -$14.7K | 0.04% | 91 |
|
|
2024
Q4 | $794K | Buy |
14,748
+114
| +0.8% | +$6.14K | 0.04% | 100 |
|
|
2024
Q3 | $846K | Sell |
14,634
-958
| -6% | -$55.4K | 0.04% | 97 |
|
|
2024
Q2 | $764K | Sell |
15,592
-2,878
| -16% | -$141K | 0.03% | 99 |
|
|
2024
Q1 | $909K | Buy |
18,470
+359
| +2% | +$17.7K | 0.04% | 93 |
|
|
2023
Q4 | $851K | Buy |
18,111
+1,739
| +11% | +$81.7K | 0.04% | 99 |
|
|
2023
Q3 | $731K | Sell |
16,372
-5,360
| -25% | -$239K | 0.04% | 98 |
|
|
2023
Q2 | $1.13M | Buy |
21,732
+1
| +0% | +$52 | 0.06% | 78 |
|
|
2023
Q1 | $1.21M | Sell |
21,731
-238,284
| -92% | -$13.3M | 0.07% | 71 |
|
|
2022
Q4 | $15.9M | Buy |
260,015
+3,757
| +1% | +$230K | 0.92% | 30 |
|
|
2022
Q3 | $17.7M | Buy |
256,258
+8,602
| +3% | +$594K | 1.28% | 29 |
|
|
2022
Q2 | $19.8M | Buy |
247,656
+30,737
| +14% | +$2.45M | 1.37% | 27 |
|
|
2022
Q1 | $18.4M | Sell |
216,919
-67,307
| -24% | -$5.72M | 1.02% | 25 |
|
|
2021
Q4 | $22.3M | Buy |
284,226
+24,964
| +10% | +$1.96M | 1.23% | 17 |
|
|
2021
Q3 | $18.9M | Buy |
259,262
+12,514
| +5% | +$914K | 1.16% | 19 |
|
|
2021
Q2 | $18.2M | Buy |
246,748
+18,036
| +8% | +$1.33M | 1.12% | 17 |
|
|
2021
Q1 | $17.4M | Buy |
228,712
+65,424
| +40% | +$4.97M | 1.05% | 14 |
|
|
2020
Q4 | $12.3M | Buy |
163,288
+2,630
| +2% | +$198K | 0.77% | 22 |
|
|
2020
Q3 | $12.7M | Buy |
160,658
+45,775
| +40% | +$3.61M | 1.64% | 15 |
|
|
2020
Q2 | $9.33M | Buy |
114,883
+32,481
| +39% | +$2.64M | 1.3% | 21 |
|
|
2020
Q1 | $5.95M | Buy |
82,402
+61,819
| +300% | +$4.46M | 1.07% | 16 |
|
|
2019
Q4 | $1.7M | Buy |
20,583
+772
| +4% | +$63.9K | 0.23% | 40 |
|
|
2019
Q3 | $1.61M | Buy |
19,811
+399
| +2% | +$32.3K | 0.24% | 40 |
|
|
2019
Q2 | $1.5M | Buy |
19,412
+434
| +2% | +$33.6K | 0.23% | 41 |
|
|
2019
Q1 | $1.45M | Buy |
18,978
+2,495
| +15% | +$191K | 0.24% | 41 |
|
|
2018
Q4 | $1.18M | Buy |
16,483
+25
| +0.2% | +$1.79K | 0.23% | 49 |
|
|
2018
Q3 | $1.16M | Buy |
16,458
+26
| +0.2% | +$1.83K | 0.23% | 48 |
|
|
2018
Q2 | $1.12M | Buy |
16,432
+27
| +0.2% | +$1.84K | 0.42% | 46 |
|
|
2018
Q1 | $1.11M | Buy |
16,405
+38
| +0.2% | +$2.56K | 0.46% | 45 |
|
|
2017
Q4 | $1.33M | Buy |
16,367
+87
| +0.5% | +$7.05K | 0.57% | 38 |
|
|
2017
Q3 | $1.25M | Buy |
16,280
+21
| +0.1% | +$1.62K | 0.63% | 37 |
|
|
2017
Q2 | $1.25M | Buy |
16,259
+19
| +0.1% | +$1.46K | 0.65% | 36 |
|
|
2017
Q1 | $1.26M | Buy |
16,240
+21
| +0.1% | +$1.63K | 0.68% | 33 |
|
|
2016
Q4 | $1.24M | Sell |
16,219
-1,481
| -8% | -$114K | 0.81% | 22 |
|
|
2016
Q3 | $1.31M | Sell |
17,700
-1,455
| -8% | -$108K | 0.91% | 18 |
|
|
2016
Q2 | $1.49M | Buy |
19,155
+137
| +0.7% | +$10.7K | 1.01% | 16 |
|
|
2016
Q1 | $1.43M | Hold |
19,018
| – | – | 1.12% | 14 |
|
|
2015
Q4 | $1.29M | Sell |
19,018
-575
| -3% | -$38.9K | 1.09% | 14 |
|
|
2015
Q3 | $1.38M | Buy |
19,593
+61
| +0.3% | +$4.29K | 1.19% | 13 |
|
|
2015
Q2 | $1.31M | Hold |
19,532
| – | – | 1.08% | 15 |
|
|
2015
Q1 | $1.38M | Buy |
19,532
+29
| +0.1% | +$2.06K | 1.14% | 13 |
|
|
2014
Q4 | $1.5M | Buy |
19,503
+2,975
| +18% | +$229K | 1.34% | 12 |
|
|
2014
Q3 | $1.14M | Buy |
16,528
+1,131
| +7% | +$78.1K | 1.19% | 14 |
|
|
2014
Q2 | $1.1M | Hold |
15,397
| – | – | 1.18% | 14 |
|
|
2014
Q1 | $1.09M | Sell |
15,397
-300
| -2% | -$21.3K | 1.27% | 13 |
|
|
2013
Q4 | $1.02M | Buy |
+15,697
| New | +$1.02M | 1.28% | 13 |
|