Jeppson 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 | $871K | Buy |
15,414
+700
| +5% | +$39.6K | 0.3% | 81 |
|
|
2025
Q1 | $825K | Buy |
14,714
+1,888
| +15% | +$106K | 0.3% | 84 |
|
|
2024
Q4 | $691K | Buy |
12,826
+359
| +3% | +$19.3K | 0.25% | 90 |
|
|
2024
Q3 | $720K | Sell |
12,467
-10
| -0.1% | -$578 | 0.26% | 93 |
|
|
2024
Q2 | $611K | Buy |
12,477
+1,028
| +9% | +$50.4K | 0.23% | 98 |
|
|
2024
Q1 | $563K | Buy |
11,449
+5,717
| +100% | +$281K | 0.22% | 108 |
|
|
2023
Q4 | $269K | Buy |
+5,732
| New | +$269K | 0.11% | 166 |
|
|
2023
Q3 | – | Sell |
-6,136
| Closed | -$318K | – | 188 |
|
|
2023
Q2 | $318K | Buy |
+6,136
| New | +$318K | 0.14% | 147 |
|
|
2023
Q1 | – | Sell |
-8,457
| Closed | -$519K | – | 201 |
|
|
2022
Q4 | $519K | Sell |
8,457
-11,173
| -57% | -$685K | 0.22% | 102 |
|
|
2022
Q3 | $1.36M | Buy |
19,630
+410
| +2% | +$28.3K | 0.62% | 35 |
|
|
2022
Q2 | $1.53M | Buy |
19,220
+351
| +2% | +$28K | 0.66% | 33 |
|
|
2022
Q1 | $1.6M | Sell |
18,869
-147
| -0.8% | -$12.5K | 0.75% | 29 |
|
|
2021
Q4 | $1.49M | Buy |
19,016
+554
| +3% | +$43.5K | 0.72% | 28 |
|
|
2021
Q3 | $1.35M | Buy |
18,462
+1,662
| +10% | +$121K | 0.7% | 29 |
|
|
2021
Q2 | $1.24M | Buy |
16,800
+78
| +0.5% | +$5.73K | 0.67% | 33 |
|
|
2021
Q1 | $1.27M | Buy |
16,722
+11,194
| +202% | +$850K | 0.76% | 31 |
|
|
2020
Q4 | $416K | Sell |
5,528
-1,155
| -17% | -$86.9K | 0.28% | 86 |
|
|
2020
Q3 | $527K | Buy |
+6,683
| New | +$527K | 0.41% | 58 |
|