IFG Advisory’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 | $312K | Buy |
5,512
+17
| +0.3% | +$961 | 0.02% | 598 |
|
|
2025
Q1 | $308K | Buy |
5,495
+18
| +0.3% | +$1.01K | 0.02% | 555 |
|
|
2024
Q4 | $295K | Buy |
+5,477
| New | +$295K | 0.02% | 540 |
|
|
2024
Q3 | – | Sell |
-5,543
| Closed | -$272K | – | 431 |
|
|
2024
Q2 | $272K | Buy |
+5,543
| New | +$272K | 0.02% | 531 |
|
|
2024
Q1 | – | Sell |
-5,962
| Closed | -$280K | – | 412 |
|
|
2023
Q4 | $280K | Sell |
5,962
-501
| -8% | -$23.5K | 0.02% | 483 |
|
|
2023
Q3 | $289K | Buy |
+6,463
| New | +$289K | 0.02% | 444 |
|
|
2023
Q2 | – | Sell |
-7,315
| Closed | -$409K | – | 352 |
|
|
2023
Q1 | $409K | Buy |
7,315
+191
| +3% | +$10.7K | 0.04% | 356 |
|
|
2022
Q4 | $436K | Sell |
7,124
-70
| -1% | -$4.28K | 0.04% | 334 |
|
|
2022
Q3 | $497K | Sell |
7,194
-832
| -10% | -$57.5K | 0.05% | 315 |
|
|
2022
Q2 | $640K | Sell |
8,026
-486
| -6% | -$38.8K | 0.07% | 256 |
|
|
2022
Q1 | $723K | Sell |
8,512
-459
| -5% | -$39K | 0.07% | 246 |
|
|
2021
Q4 | $704K | Sell |
8,971
-1,088
| -11% | -$85.4K | 0.07% | 244 |
|
|
2021
Q3 | $734K | Buy |
10,059
+466
| +5% | +$34K | 0.08% | 225 |
|
|
2021
Q2 | $705K | Sell |
9,593
-2,469
| -20% | -$181K | 0.08% | 236 |
|
|
2021
Q1 | $916K | Sell |
12,062
-1,130
| -9% | -$85.8K | 0.11% | 203 |
|
|
2020
Q4 | $992K | Sell |
13,192
-151
| -1% | -$11.4K | 0.14% | 170 |
|
|
2020
Q3 | $1.05M | Buy |
13,343
+132
| +1% | +$10.4K | 0.17% | 136 |
|
|
2020
Q2 | $1.07M | Buy |
13,211
+5
| +0% | +$406 | 0.19% | 123 |
|
|
2020
Q1 | $953K | Sell |
13,206
-10,470
| -44% | -$756K | 0.21% | 111 |
|
|
2019
Q4 | $1.96M | Buy |
23,676
+154
| +0.7% | +$12.7K | 0.36% | 78 |
|
|
2019
Q3 | $1.91M | Buy |
23,522
+1,523
| +7% | +$123K | 0.37% | 77 |
|
|
2019
Q2 | $1.7M | Buy |
21,999
+283
| +1% | +$21.9K | 0.3% | 71 |
|
|
2019
Q1 | $1.66M | Buy |
21,716
+6,294
| +41% | +$482K | 0.32% | 67 |
|
|
2018
Q4 | $1.1M | Buy |
15,422
+2,465
| +19% | +$176K | 0.26% | 89 |
|
|
2018
Q3 | $910K | Buy |
12,957
+2,165
| +20% | +$152K | 0.17% | 128 |
|
|
2018
Q2 | $735K | Buy |
10,792
+3,942
| +58% | +$268K | 0.15% | 140 |
|
|
2018
Q1 | $461K | Buy |
6,850
+893
| +15% | +$60.1K | 0.1% | 192 |
|
|
2017
Q4 | $482K | Buy |
+5,957
| New | +$482K | 0.11% | 182 |
|