HWA
HHM Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Sell |
2,632
-92
| -3% | -$5.2K | 0.02% | 239 |
|
|
2025
Q1 | $153K | Sell |
2,724
-199
| -7% | -$11.2K | 0.02% | 223 |
|
|
2024
Q4 | $157K | Buy |
2,923
+30
| +1% | +$1.62K | 0.02% | 209 |
|
|
2024
Q3 | $167K | Buy |
2,893
+210
| +8% | +$12.1K | 0.02% | 194 |
|
|
2024
Q2 | $131K | Buy |
2,683
+1,200
| +81% | +$58.8K | 0.02% | 219 |
|
|
2024
Q1 | $72.9K | Hold |
1,483
| – | – | 0.01% | 252 |
|
|
2023
Q4 | $69.7K | Hold |
1,483
| – | – | 0.01% | 243 |
|
|
2023
Q3 | $66.2K | Sell |
1,483
-923
| -38% | -$41.2K | 0.01% | 239 |
|
|
2023
Q2 | $125K | Hold |
2,406
| – | – | 0.02% | 180 |
|
|
2023
Q1 | $135K | Hold |
2,406
| – | – | 0.03% | 169 |
|
|
2022
Q4 | $148K | Buy |
2,406
+1,846
| +330% | +$113K | 0.03% | 144 |
|
|
2022
Q3 | $39K | Hold |
560
| – | – | 0.01% | 264 |
|
|
2022
Q2 | $45K | Hold |
560
| – | – | 0.01% | 292 |
|
|
2022
Q1 | $48K | Hold |
560
| – | – | 0.01% | 311 |
|
|
2021
Q4 | $44K | Sell |
560
-560
| -50% | -$44K | 0.01% | 321 |
|
|
2021
Q3 | $82K | Hold |
1,120
| – | – | 0.02% | 230 |
|
|
2021
Q2 | $82K | Hold |
1,120
| – | – | 0.02% | 230 |
|
|
2021
Q1 | $85K | Hold |
1,120
| – | – | 0.03% | 209 |
|
|
2020
Q4 | $84K | Hold |
1,120
| – | – | 0.03% | 194 |
|
|
2020
Q3 | $88K | Buy |
1,120
+73
| +7% | +$5.74K | 0.04% | 166 |
|
|
2020
Q2 | $85K | Sell |
1,047
-105
| -9% | -$8.52K | 0.04% | 163 |
|
|
2020
Q1 | $83K | Buy |
+1,152
| New | +$83K | 0.04% | 139 |
|