IFP 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 | $945K | Sell |
16,713
-401
| -2% | -$22.7K | 0.03% | 600 |
|
|
2025
Q1 | $960K | Buy |
17,114
+11,570
| +209% | +$649K | 0.03% | 565 |
|
|
2024
Q4 | $299K | Sell |
5,544
-16
| -0.3% | -$862 | 0.01% | 944 |
|
|
2024
Q3 | $321K | Buy |
5,560
+142
| +3% | +$8.21K | 0.01% | 871 |
|
|
2024
Q2 | $265K | Sell |
5,418
-1,181
| -18% | -$57.9K | 0.01% | 894 |
|
|
2024
Q1 | $325K | Sell |
6,599
-632
| -9% | -$31.1K | 0.01% | 764 |
|
|
2023
Q4 | $340K | Sell |
7,231
-288
| -4% | -$13.5K | 0.02% | 720 |
|
|
2023
Q3 | $336K | Sell |
7,519
-7,890
| -51% | -$352K | 0.02% | 735 |
|
|
2023
Q2 | $798K | Sell |
15,409
-2,840
| -16% | -$147K | 0.03% | 498 |
|
|
2023
Q1 | $1.41M | Sell |
18,249
-41,425
| -69% | -$3.21M | 0.06% | 302 |
|
|
2022
Q4 | $4.64M | Buy |
59,674
+3,581
| +6% | +$279K | 0.12% | 159 |
|
|
2022
Q3 | $4.37M | Buy |
56,093
+7,033
| +14% | +$547K | 0.11% | 180 |
|
|
2022
Q2 | $3.83M | Hold |
49,060
| – | – | 0.12% | 182 |
|
|
2022
Q1 | $3.83M | Buy |
49,060
+31,359
| +177% | +$2.44M | 0.12% | 182 |
|
|
2021
Q4 | $1.4M | Buy |
17,701
+890
| +5% | +$70.1K | 0.03% | 329 |
|
|
2021
Q3 | $1.23M | Buy |
16,811
+3,363
| +25% | +$246K | 0.02% | 343 |
|
|
2021
Q2 | $987K | Buy |
13,448
+743
| +6% | +$54.5K | 0.02% | 381 |
|
|
2021
Q1 | $957K | Sell |
12,705
-1,698
| -12% | -$128K | 0.02% | 367 |
|
|
2020
Q4 | $1.08M | Buy |
14,403
+478
| +3% | +$35.9K | 0.04% | 328 |
|
|
2020
Q3 | $1.1M | Sell |
13,925
-2,247
| -14% | -$177K | 0.07% | 273 |
|
|
2020
Q2 | $1.3M | Buy |
16,172
+4,079
| +34% | +$328K | 0.1% | 209 |
|
|
2020
Q1 | $871K | Sell |
12,093
-766
| -6% | -$55.2K | 0.09% | 233 |
|
|
2019
Q4 | $1.06M | Sell |
12,859
-896
| -7% | -$73.5K | 0.08% | 267 |
|
|
2019
Q3 | $1.11M | Buy |
+13,755
| New | +$1.11M | 0.07% | 279 |
|
|
2019
Q1 | $381K | Sell |
4,915
-12,921
| -72% | -$1M | 0.05% | 336 |
|
|
2018
Q4 | $1.31M | Sell |
17,836
-2,420
| -12% | -$177K | 0.08% | 276 |
|
|
2018
Q3 | $1.42M | Buy |
20,256
+1,192
| +6% | +$83.8K | 0.06% | 337 |
|
|
2018
Q2 | $1.3M | Sell |
19,064
-2,208
| -10% | -$151K | 0.05% | 340 |
|
|
2018
Q1 | $1.72M | Hold |
21,272
| – | – | 0.08% | 262 |
|
|
2017
Q4 | $1.72M | Sell |
21,272
-20,337
| -49% | -$1.65M | 0.08% | 261 |
|
|
2017
Q3 | $3.2M | Buy |
41,609
+414
| +1% | +$31.8K | 0.13% | 182 |
|
|
2017
Q2 | $3.16M | Sell |
41,195
-1,025
| -2% | -$78.6K | 0.13% | 172 |
|
|
2017
Q1 | $3.28M | Buy |
42,220
+577
| +1% | +$44.8K | 0.14% | 159 |
|
|
2016
Q4 | $3.19M | Buy |
41,643
+2,035
| +5% | +$156K | 0.15% | 149 |
|
|
2016
Q3 | $2.94M | Sell |
39,608
-1,087
| -3% | -$80.7K | 0.15% | 138 |
|
|
2016
Q2 | $3.17M | Buy |
40,695
+35,780
| +728% | +$2.79M | 0.18% | 116 |
|
|
2016
Q1 | $381K | Sell |
4,915
-33,375
| -87% | -$2.59M | 0.05% | 336 |
|
|
2015
Q4 | $2.59M | Buy |
+38,290
| New | +$2.59M | 0.17% | 121 |
|