Hummer Financial 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 | $339K | Hold |
6,001
| – | – | 0.25% | 80 |
|
|
2025
Q1 | $336K | Hold |
6,001
| – | – | 0.27% | 74 |
|
|
2024
Q4 | $323K | Hold |
6,001
| – | – | 0.26% | 75 |
|
|
2024
Q3 | $347K | Hold |
6,001
| – | – | 0.27% | 76 |
|
|
2024
Q2 | $294K | Hold |
6,001
| – | – | 0.25% | 79 |
|
|
2024
Q1 | $295K | Hold |
6,001
| – | – | 0.24% | 79 |
|
|
2023
Q4 | $282K | Sell |
6,001
-400
| -6% | -$18.8K | 0.26% | 77 |
|
|
2023
Q3 | $286K | Hold |
6,401
| – | – | 0.29% | 73 |
|
|
2023
Q2 | $332K | Hold |
6,401
| – | – | 0.32% | 66 |
|
|
2023
Q1 | $358K | Hold |
6,401
| – | – | 0.38% | 63 |
|
|
2022
Q4 | $393K | Hold |
6,401
| – | – | 0.43% | 60 |
|
|
2022
Q3 | $442K | Hold |
6,401
| – | – | 0.52% | 43 |
|
|
2022
Q2 | $511K | Hold |
6,401
| – | – | 0.58% | 40 |
|
|
2022
Q1 | $544K | Hold |
6,401
| – | – | 0.49% | 43 |
|
|
2021
Q4 | $503K | Hold |
6,401
| – | – | 0.42% | 50 |
|
|
2021
Q3 | $467K | Hold |
6,401
| – | – | 0.43% | 55 |
|
|
2021
Q2 | $471K | Hold |
6,401
| – | – | 0.44% | 55 |
|
|
2021
Q1 | $486K | Buy |
6,401
+200
| +3% | +$15.2K | 0.47% | 52 |
|
|
2020
Q4 | $466K | Hold |
6,201
| – | – | 0.49% | 47 |
|
|
2020
Q3 | $489K | Sell |
6,201
-200
| -3% | -$15.8K | 0.58% | 42 |
|
|
2020
Q2 | $520K | Hold |
6,401
| – | – | 0.66% | 35 |
|
|
2020
Q1 | $462K | Hold |
6,401
| – | – | 0.7% | 38 |
|
|
2019
Q4 | $530K | Buy |
+6,401
| New | +$530K | 0.57% | 49 |
|