Insigneo Advisory Services’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 | $605K | Buy |
10,706
+1,867
| +21% | +$106K | 0.05% | 293 |
|
|
2025
Q1 | $496K | Buy |
8,839
+116
| +1% | +$6.5K | 0.05% | 310 |
|
|
2024
Q4 | $470K | Sell |
8,723
-692
| -7% | -$37.3K | 0.05% | 311 |
|
|
2024
Q3 | $544K | Sell |
9,415
-786
| -8% | -$45.4K | 0.05% | 295 |
|
|
2024
Q2 | $551K | Sell |
10,201
-1,062
| -9% | -$57.4K | 0.06% | 266 |
|
|
2024
Q1 | $554K | Sell |
11,263
-1,383
| -11% | -$68K | 0.07% | 246 |
|
|
2023
Q4 | $594K | Buy |
12,646
+904
| +8% | +$42.5K | 0.08% | 212 |
|
|
2023
Q3 | $525K | Buy |
11,742
+840
| +8% | +$37.5K | 0.11% | 181 |
|
|
2023
Q2 | $565K | Buy |
10,902
+4,890
| +81% | +$253K | 0.11% | 172 |
|
|
2023
Q1 | $336K | Buy |
6,012
+351
| +6% | +$19.6K | 0.11% | 190 |
|
|
2022
Q4 | $347K | Buy |
+5,661
| New | +$347K | 0.13% | 169 |
|