IHT Wealth Management’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 | $3.53M | Sell |
62,443
-922
| -1% | -$52.1K | 0.1% | 197 |
|
|
2025
Q1 | $3.55M | Buy |
63,365
+10,380
| +20% | +$582K | 0.11% | 185 |
|
|
2024
Q4 | $2.85M | Sell |
52,985
-8,776
| -14% | -$473K | 0.09% | 207 |
|
|
2024
Q3 | $3.57M | Buy |
61,761
+20,281
| +49% | +$1.17M | 0.1% | 209 |
|
|
2024
Q2 | $2.03M | Buy |
41,480
+2,128
| +5% | +$104K | 0.08% | 252 |
|
|
2024
Q1 | $1.94M | Buy |
39,352
+7,397
| +23% | +$364K | 0.08% | 255 |
|
|
2023
Q4 | $1.5M | Buy |
31,955
+22,125
| +225% | +$1.04M | 0.07% | 284 |
|
|
2023
Q3 | $439K | Sell |
9,830
-2,540
| -21% | -$113K | 0.02% | 596 |
|
|
2023
Q2 | $641K | Buy |
12,370
+399
| +3% | +$20.7K | 0.03% | 469 |
|
|
2023
Q1 | $669K | Sell |
11,971
-228
| -2% | -$12.7K | 0.04% | 420 |
|
|
2022
Q4 | $748K | Buy |
12,199
+595
| +5% | +$36.5K | 0.05% | 367 |
|
|
2022
Q3 | $802K | Buy |
11,604
+2,790
| +32% | +$193K | 0.06% | 328 |
|
|
2022
Q2 | $703K | Buy |
8,814
+34
| +0.4% | +$2.71K | 0.06% | 297 |
|
|
2022
Q1 | $746K | Buy |
8,780
+762
| +10% | +$64.7K | 0.06% | 321 |
|
|
2021
Q4 | $630K | Buy |
8,018
+337
| +4% | +$26.5K | 0.05% | 370 |
|
|
2021
Q3 | $561K | Sell |
7,681
-4,943
| -39% | -$361K | 0.05% | 392 |
|
|
2021
Q2 | $929K | Buy |
12,624
+3,159
| +33% | +$232K | 0.06% | 338 |
|
|
2021
Q1 | $719K | Buy |
9,465
+809
| +9% | +$61.5K | 0.05% | 349 |
|
|
2020
Q4 | $651K | Buy |
8,656
+962
| +13% | +$72.4K | 0.05% | 330 |
|
|
2020
Q3 | $607K | Sell |
7,694
-2,839
| -27% | -$224K | 0.06% | 300 |
|
|
2020
Q2 | $855K | Sell |
10,533
-2,322
| -18% | -$188K | 0.12% | 195 |
|
|
2020
Q1 | $928K | Sell |
12,855
-369
| -3% | -$26.6K | 0.13% | 172 |
|
|
2019
Q4 | $1.1M | Sell |
13,224
-46
| -0.3% | -$3.81K | 0.13% | 177 |
|
|
2019
Q3 | $1.08M | Buy |
13,270
+3,370
| +34% | +$273K | 0.15% | 159 |
|
|
2019
Q2 | $765K | Buy |
9,900
+2,800
| +39% | +$216K | 0.11% | 211 |
|
|
2019
Q1 | $544K | Sell |
7,100
-2,206
| -24% | -$169K | 0.09% | 251 |
|
|
2018
Q4 | $665K | Buy |
9,306
+387
| +4% | +$27.7K | 0.13% | 194 |
|
|
2018
Q3 | $627K | Buy |
8,919
+464
| +5% | +$32.6K | 0.14% | 190 |
|
|
2018
Q2 | $576K | Sell |
8,455
-2,071
| -20% | -$141K | 0.15% | 183 |
|
|
2018
Q1 | $706K | Sell |
10,526
-1,724
| -14% | -$116K | 0.19% | 143 |
|
|
2017
Q4 | $956K | Buy |
12,250
+5,221
| +74% | +$407K | 0.25% | 107 |
|
|
2017
Q3 | $539K | Sell |
7,029
-289
| -4% | -$22.2K | 0.23% | 110 |
|
|
2017
Q2 | $2 | Buy |
7,318
+364
| +5% | – | ﹤0.01% | 1211 |
|
|
2017
Q1 | $542K | Sell |
6,954
-36
| -0.5% | -$2.81K | 0.36% | 65 |
|
|
2016
Q4 | $533K | Buy |
+6,990
| New | +$533K | 0.4% | 58 |
|