IAA
Independent Advisor Alliance’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Sell |
69,315
-3,461
| -5% | -$196K | 0.11% | 156 |
|
|
2025
Q1 | $4.08M | Buy |
72,776
+688
| +1% | +$38.6K | 0.13% | 136 |
|
|
2024
Q4 | $3.88M | Buy |
72,088
+4,624
| +7% | +$249K | 0.05% | 332 |
|
|
2024
Q3 | $3.9M | Buy |
67,464
+6,078
| +10% | +$351K | 0.14% | 125 |
|
|
2024
Q2 | $3.01M | Sell |
61,386
-2,049
| -3% | -$100K | 0.1% | 162 |
|
|
2024
Q1 | $3.12M | Buy |
63,435
+931
| +1% | +$45.8K | 0.11% | 163 |
|
|
2023
Q4 | $2.94M | Buy |
62,504
+10,730
| +21% | +$504K | 0.11% | 160 |
|
|
2023
Q3 | $2.31M | Buy |
51,774
+1,190
| +2% | +$53.2K | 0.1% | 177 |
|
|
2023
Q2 | $2.62M | Buy |
50,584
+3,054
| +6% | +$158K | 0.12% | 161 |
|
|
2023
Q1 | $2.66M | Sell |
47,530
-4,530
| -9% | -$253K | 0.13% | 147 |
|
|
2022
Q4 | $3.19K | Sell |
52,060
-7,365
| -12% | -$452 | ﹤0.01% | 211 |
|
|
2022
Q3 | $4.11M | Buy |
59,425
+2,456
| +4% | +$170K | 0.24% | 90 |
|
|
2022
Q2 | $4.55M | Sell |
56,969
-3,988
| -7% | -$318K | 0.25% | 91 |
|
|
2022
Q1 | $5.18M | Sell |
60,957
-2,964
| -5% | -$252K | 0.25% | 84 |
|
|
2021
Q4 | $5.02M | Sell |
63,921
-725
| -1% | -$57K | 0.25% | 85 |
|
|
2021
Q3 | $4.72M | Buy |
64,646
+2,754
| +4% | +$201K | 0.26% | 87 |
|
|
2021
Q2 | $4.55M | Buy |
61,892
+513
| +0.8% | +$37.7K | 0.25% | 99 |
|
|
2021
Q1 | $4.66M | Sell |
61,379
-8,759
| -12% | -$665K | 0.28% | 89 |
|
|
2020
Q4 | $5.28M | Sell |
70,138
-166
| -0.2% | -$12.5K | 0.36% | 71 |
|
|
2020
Q3 | $5.56M | Buy |
70,304
+597
| +0.9% | +$47.2K | 0.42% | 64 |
|
|
2020
Q2 | $5.66M | Buy |
69,707
+5,136
| +8% | +$417K | 0.61% | 33 |
|
|
2020
Q1 | $4.66M | Sell |
64,571
-4,411
| -6% | -$318K | 0.68% | 31 |
|
|
2019
Q4 | $5.71M | Buy |
68,982
+2,003
| +3% | +$166K | 0.25% | 89 |
|
|
2019
Q3 | $5.43M | Buy |
66,979
+7,421
| +12% | +$601K | 0.66% | 32 |
|
|
2019
Q2 | $4.28M | Buy |
59,558
+12,113
| +26% | +$871K | 0.62% | 33 |
|
|
2019
Q1 | $3.64M | Buy |
47,445
+7,099
| +18% | +$544K | 0.51% | 46 |
|
|
2018
Q4 | $2.89M | Buy |
40,346
+123
| +0.3% | +$8.8K | 0.51% | 44 |
|
|
2018
Q3 | $2.65M | Sell |
40,223
-372
| -0.9% | -$24.5K | 0.48% | 45 |
|
|
2018
Q2 | $2.61M | Buy |
40,595
+4,427
| +12% | +$284K | 0.54% | 40 |
|
|
2018
Q1 | $2.43M | Sell |
36,168
-1,526
| -4% | -$102K | 0.54% | 40 |
|
|
2017
Q4 | $2.94M | Sell |
37,694
-372
| -1% | -$29K | 0.66% | 34 |
|
|
2017
Q3 | $2.92M | Buy |
38,066
+2,460
| +7% | +$189K | 0.8% | 30 |
|
|
2017
Q2 | $2.69M | Sell |
35,606
-2,166
| -6% | -$164K | 0.86% | 28 |
|
|
2017
Q1 | $2.95M | Buy |
37,772
+1,955
| +5% | +$152K | 0.47% | 63 |
|
|
2016
Q4 | $2.72M | Buy |
+35,817
| New | +$2.72M | 1.16% | 22 |
|