Jaffetilchin Investment Partners’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 | $429K | Sell |
7,582
-658
| -8% | -$37.2K | 0.03% | 281 |
|
|
2025
Q1 | $462K | Buy |
8,240
+2,201
| +36% | +$123K | 0.03% | 258 |
|
|
2024
Q4 | $325K | Buy |
6,039
+1,453
| +32% | +$78.3K | 0.02% | 295 |
|
|
2024
Q3 | $265K | Buy |
4,586
+137
| +3% | +$7.92K | 0.02% | 311 |
|
|
2024
Q2 | $218K | Buy |
4,449
+305
| +7% | +$14.9K | 0.02% | 324 |
|
|
2024
Q1 | $204K | Sell |
4,144
-1,228
| -23% | -$60.4K | 0.02% | 348 |
|
|
2023
Q4 | $253K | Sell |
5,372
-816
| -13% | -$38.4K | 0.02% | 301 |
|
|
2023
Q3 | $276K | Sell |
6,188
-194
| -3% | -$8.67K | 0.03% | 273 |
|
|
2023
Q2 | $331K | Buy |
6,382
+60
| +0.9% | +$3.11K | 0.03% | 263 |
|
|
2023
Q1 | $353K | Sell |
6,322
-811
| -11% | -$45.3K | 0.04% | 259 |
|
|
2022
Q4 | $437K | Sell |
7,133
-284
| -4% | -$17.4K | 0.05% | 216 |
|
|
2022
Q3 | $513K | Buy |
7,417
+90
| +1% | +$6.23K | 0.07% | 170 |
|
|
2022
Q2 | $585K | Buy |
7,327
+23
| +0.3% | +$1.84K | 0.07% | 168 |
|
|
2022
Q1 | $606K | Buy |
7,304
+548
| +8% | +$45.5K | 0.07% | 164 |
|
|
2021
Q4 | $531K | Buy |
6,756
+93
| +1% | +$7.31K | 0.05% | 207 |
|
|
2021
Q3 | $487K | Hold |
6,663
| – | – | 0.05% | 205 |
|
|
2021
Q2 | $490K | Sell |
6,663
-3,237
| -33% | -$238K | 0.03% | 264 |
|
|
2021
Q1 | $752K | Buy |
9,900
+3,432
| +53% | +$261K | 0.09% | 155 |
|
|
2020
Q4 | $486K | Sell |
6,468
-58
| -0.9% | -$4.36K | 0.07% | 165 |
|
|
2020
Q3 | $515K | Buy |
+6,526
| New | +$515K | 0.1% | 118 |
|