Intrua Financial’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
$262K Sell
4,642
-12
-0.3% -$678 0.04% 308
2025
Q1
$261K Buy
4,654
+9
+0.2% +$505 0.04% 301
2024
Q4
$250K Sell
4,645
-3,301
-42% -$178K 0.04% 306
2024
Q3
$459K Sell
7,946
-8,615
-52% -$498K 0.07% 233
2024
Q2
$812K Buy
16,561
+1,663
+11% +$81.5K 0.12% 147
2024
Q1
$733K Buy
14,898
+646
+5% +$31.8K 0.11% 179
2023
Q4
$670K Sell
14,252
-4,003
-22% -$188K 0.1% 179
2023
Q3
$815K Sell
18,255
-408
-2% -$18.2K 0.14% 139
2023
Q2
$967K Buy
18,663
+4,213
+29% +$218K 0.16% 117
2023
Q1
$797K Sell
14,450
-117
-0.8% -$6.46K 0.17% 127
2022
Q4
$903K Buy
14,567
+8,145
+127% +$505K 0.21% 117
2022
Q3
$444K Sell
6,422
-6,001
-48% -$415K 0.12% 177
2022
Q2
$991K Sell
12,423
-17
-0.1% -$1.36K 0.21% 106
2022
Q1
$1.06M Sell
12,440
-867
-7% -$73.7K 0.19% 112
2021
Q4
$1.05M Sell
13,307
-210
-2% -$16.5K 0.18% 120
2021
Q3
$1.03M Buy
13,517
+2,572
+23% +$195K 0.19% 118
2021
Q2
$842K Sell
10,945
-919
-8% -$70.7K 0.2% 105
2021
Q1
$929K Buy
11,864
+6,857
+137% +$537K 0.24% 93
2020
Q4
$377K Buy
5,007
+215
+4% +$16.2K 0.17% 126
2020
Q3
$407K Sell
4,792
-1,957
-29% -$166K 0.2% 110
2020
Q2
$535K Buy
+6,749
New +$535K 0.2% 107