HAG
HighPoint Advisor Group’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Sell |
10,132
-54
| -0.5% | -$3.05K | 0.03% | 346 |
|
|
2025
Q1 | $553K | Buy |
10,186
+413
| +4% | +$22.4K | 0.03% | 335 |
|
|
2024
Q4 | $544K | Sell |
9,773
-228
| -2% | -$12.7K | 0.03% | 355 |
|
|
2024
Q3 | $578K | Sell |
10,001
-1,766
| -15% | -$102K | 0.03% | 328 |
|
|
2024
Q2 | $626K | Sell |
11,767
-270
| -2% | -$14.4K | 0.04% | 308 |
|
|
2024
Q1 | $638K | Sell |
12,037
-1,515
| -11% | -$80.3K | 0.05% | 305 |
|
|
2023
Q4 | $654K | Buy |
+13,552
| New | +$654K | 0.05% | 294 |
|
|
2022
Q2 | $800K | Buy |
+10,002
| New | +$800K | 0.09% | 186 |
|
|
2021
Q3 | $674K | Sell |
9,234
-1,410
| -13% | -$103K | 0.07% | 247 |
|
|
2021
Q2 | $783K | Buy |
10,644
+1,338
| +14% | +$98.4K | 0.08% | 215 |
|
|
2021
Q1 | $710K | Sell |
9,306
-71
| -0.8% | -$5.42K | 0.08% | 201 |
|
|
2020
Q4 | $686K | Buy |
9,377
+23
| +0.2% | +$1.68K | 0.08% | 195 |
|
|
2020
Q3 | $778K | Buy |
9,354
+641
| +7% | +$53.3K | 0.14% | 128 |
|
|
2020
Q2 | $718K | Sell |
8,713
-1,707
| -16% | -$141K | 0.15% | 121 |
|
|
2020
Q1 | $811K | Sell |
10,420
-1,186
| -10% | -$92.3K | 0.19% | 97 |
|
|
2019
Q4 | $974K | Buy |
11,606
+921
| +9% | +$77.3K | 0.2% | 92 |
|
|
2019
Q3 | $857K | Sell |
10,685
-394
| -4% | -$31.6K | 0.19% | 97 |
|
|
2019
Q2 | $844K | Sell |
11,079
-136
| -1% | -$10.4K | 0.2% | 96 |
|
|
2019
Q1 | $841K | Sell |
11,215
-325
| -3% | -$24.4K | 0.21% | 97 |
|
|
2018
Q4 | $848K | Buy |
11,540
+1,146
| +11% | +$84.2K | 0.22% | 103 |
|
|
2018
Q3 | $762K | Buy |
10,394
+25
| +0.2% | +$1.83K | 0.21% | 119 |
|
|
2018
Q2 | $738K | Sell |
10,369
-614
| -6% | -$43.7K | 0.2% | 129 |
|
|
2018
Q1 | $688K | Buy |
10,983
+1,791
| +19% | +$112K | 0.19% | 138 |
|
|
2017
Q4 | $690K | Sell |
9,192
-76
| -0.8% | -$5.71K | 0.2% | 135 |
|
|
2017
Q3 | $749K | Buy |
9,268
+492
| +6% | +$39.8K | 0.23% | 120 |
|
|
2017
Q2 | $685K | Hold |
8,776
| – | – | 0.22% | 121 |
|
|
2017
Q1 | $685K | Buy |
8,776
+1,763
| +25% | +$138K | 0.22% | 121 |
|
|
2016
Q4 | $535K | Buy |
7,013
+809
| +13% | +$61.7K | 0.17% | 159 |
|
|
2016
Q3 | $441K | Sell |
6,204
-3,552
| -36% | -$252K | 0.16% | 173 |
|
|
2016
Q2 | $729K | Buy |
9,756
+7,161
| +276% | +$535K | 0.26% | 103 |
|
|
2016
Q1 | $182K | Buy |
+2,595
| New | +$182K | 0.11% | 187 |
|