Institute for 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 | $514K | Buy |
9,100
+4,970
| +120% | +$281K | 0.06% | 309 |
|
|
2025
Q1 | $232K | Hold |
4,130
| – | – | 0.03% | 479 |
|
|
2024
Q4 | $222K | Hold |
4,130
| – | – | 0.03% | 465 |
|
|
2024
Q3 | $239K | Sell |
4,130
-49
| -1% | -$2.83K | 0.03% | 476 |
|
|
2024
Q2 | $205K | Sell |
4,179
-456
| -10% | -$22.3K | 0.03% | 475 |
|
|
2024
Q1 | $228K | Buy |
+4,635
| New | +$228K | 0.03% | 448 |
|
|
2023
Q1 | – | Sell |
-3,502
| Closed | -$215K | – | 452 |
|
|
2022
Q4 | $215K | Sell |
3,502
-116
| -3% | -$7.11K | 0.05% | 404 |
|
|
2022
Q3 | $250K | Sell |
3,618
-20
| -0.5% | -$1.38K | 0.06% | 373 |
|
|
2022
Q2 | $290K | Buy |
3,638
+21
| +0.6% | +$1.67K | 0.06% | 398 |
|
|
2022
Q1 | $307K | Hold |
3,617
| – | – | 0.05% | 416 |
|
|
2021
Q4 | $284K | Sell |
3,617
-27
| -0.7% | -$2.12K | 0.05% | 390 |
|
|
2021
Q3 | $266K | Sell |
3,644
-65
| -2% | -$4.75K | 0.05% | 401 |
|
|
2021
Q2 | $273K | Hold |
3,709
| – | – | 0.05% | 391 |
|
|
2021
Q1 | $282K | Sell |
3,709
-45
| -1% | -$3.42K | 0.05% | 369 |
|
|
2020
Q4 | $282K | Sell |
3,754
-642
| -15% | -$48.2K | 0.06% | 356 |
|
|
2020
Q3 | $347K | Sell |
4,396
-1,113
| -20% | -$87.9K | 0.08% | 289 |
|
|
2020
Q2 | $447K | Sell |
5,509
-232
| -4% | -$18.8K | 0.11% | 253 |
|
|
2020
Q1 | $414K | Buy |
5,741
+44
| +0.8% | +$3.17K | 0.13% | 213 |
|
|
2019
Q4 | $472K | Buy |
5,697
+81
| +1% | +$6.71K | 0.11% | 262 |
|
|
2019
Q3 | $455K | Sell |
5,616
-2,846
| -34% | -$231K | 0.11% | 251 |
|
|
2019
Q2 | $654K | Buy |
8,462
+272
| +3% | +$21K | 0.14% | 214 |
|
|
2019
Q1 | $628K | Buy |
8,190
+368
| +5% | +$28.2K | 0.14% | 201 |
|
|
2018
Q4 | $559K | Buy |
+7,822
| New | +$559K | 0.23% | 131 |
|
|
2018
Q1 | – | Sell |
-4,647
| Closed | -$377K | – | 282 |
|
|
2017
Q4 | $377K | Buy |
+4,647
| New | +$377K | 0.09% | 265 |
|
|
2017
Q3 | – | Sell |
-6,411
| Closed | -$490K | – | 274 |
|
|
2017
Q2 | $490K | Buy |
+6,411
| New | +$490K | 0.13% | 229 |
|