Integrated Investment Consultants’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 | – | Sell |
-4,211
| Closed | -$236K | – | 332 |
|
|
2025
Q1 | $236K | Buy |
+4,211
| New | +$236K | 0.05% | 281 |
|
|
2022
Q2 | – | Sell |
-2,575
| Closed | -$219K | – | 252 |
|
|
2022
Q1 | $219K | Buy |
+2,575
| New | +$219K | 0.06% | 266 |
|
|
2019
Q4 | – | Sell |
-2,748
| Closed | -$223K | – | 182 |
|
|
2019
Q3 | $223K | Buy |
2,748
+1
| +0% | +$81 | 0.11% | 138 |
|
|
2019
Q2 | $212K | Sell |
2,747
-98
| -3% | -$7.56K | 0.11% | 137 |
|
|
2019
Q1 | $218K | Buy |
2,845
+2
| +0.1% | +$153 | 0.12% | 127 |
|
|
2018
Q4 | $204K | Sell |
2,843
-149
| -5% | -$10.7K | 0.11% | 146 |
|
|
2018
Q3 | $210K | Sell |
2,992
-48
| -2% | -$3.37K | 0.1% | 161 |
|
|
2018
Q2 | $207K | Sell |
3,040
-123
| -4% | -$8.38K | 0.11% | 150 |
|
|
2018
Q1 | $213K | Buy |
+3,163
| New | +$213K | 0.08% | 170 |
|
|
2017
Q3 | $264K | Hold |
3,434
| – | – | 0.11% | 111 |
|
|
2017
Q2 | $263K | Hold |
3,434
| – | – | 0.12% | 110 |
|
|
2017
Q1 | $266K | Buy |
3,434
+534
| +18% | +$41.4K | 0.12% | 105 |
|
|
2016
Q4 | $222K | Buy |
2,900
+700
| +32% | +$53.6K | 0.11% | 126 |
|
|
2016
Q3 | $161K | Hold |
2,200
| – | – | 0.08% | 165 |
|
|
2016
Q2 | $171K | Hold |
2,200
| – | – | 0.1% | 156 |
|
|
2016
Q1 | $161K | Buy |
+2,200
| New | +$161K | 0.09% | 147 |
|