ICW Investment 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 | $443K | Buy |
7,835
+158
| +2% | +$8.93K | 0.17% | 122 |
|
|
2025
Q1 | $430K | Buy |
7,677
+329
| +4% | +$18.4K | 0.18% | 121 |
|
|
2024
Q4 | $396K | Sell |
7,348
-1,639
| -18% | -$88.3K | 0.17% | 123 |
|
|
2024
Q3 | $519K | Buy |
8,987
+356
| +4% | +$20.6K | 0.22% | 116 |
|
|
2024
Q2 | $423K | Sell |
8,631
-54
| -0.6% | -$2.65K | 0.19% | 120 |
|
|
2024
Q1 | $427K | Sell |
8,685
-602
| -6% | -$29.6K | 0.19% | 119 |
|
|
2023
Q4 | $436K | Sell |
9,287
-383
| -4% | -$18K | 0.21% | 118 |
|
|
2023
Q3 | $432K | Sell |
9,670
-841
| -8% | -$37.6K | 0.23% | 112 |
|
|
2023
Q2 | $544K | Sell |
10,511
-55
| -0.5% | -$2.85K | 0.29% | 100 |
|
|
2023
Q1 | $591K | Buy |
10,566
+648
| +7% | +$36.2K | 0.34% | 97 |
|
|
2022
Q4 | $608K | Buy |
9,918
+43
| +0.4% | +$2.64K | 0.37% | 94 |
|
|
2022
Q3 | $682K | Buy |
9,875
+111
| +1% | +$7.67K | 0.46% | 84 |
|
|
2022
Q2 | $779K | Buy |
9,764
+75
| +0.8% | +$5.98K | 0.5% | 80 |
|
|
2022
Q1 | $823K | Buy |
9,689
+78
| +0.8% | +$6.63K | 0.47% | 82 |
|
|
2021
Q4 | $755K | Buy |
9,611
+395
| +4% | +$31K | 0.42% | 86 |
|
|
2021
Q3 | $673K | Buy |
9,216
+154
| +2% | +$11.2K | 0.43% | 82 |
|
|
2021
Q2 | $667K | Buy |
9,062
+238
| +3% | +$17.5K | 0.44% | 84 |
|
|
2021
Q1 | $670K | Buy |
8,824
+513
| +6% | +$39K | 0.46% | 84 |
|
|
2020
Q4 | $616K | Sell |
8,311
-157
| -2% | -$11.6K | 0.44% | 86 |
|
|
2020
Q3 | $668K | Buy |
8,468
+289
| +4% | +$22.8K | 0.5% | 80 |
|
|
2020
Q2 | $664K | Buy |
8,179
+287
| +4% | +$23.3K | 0.54% | 77 |
|
|
2020
Q1 | $570K | Buy |
7,892
+761
| +11% | +$55K | 0.54% | 76 |
|
|
2019
Q4 | $590K | Buy |
+7,131
| New | +$590K | 0.48% | 76 |
|