JFS Wealth Advisors’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 | $15K | Sell |
266
-557
| -68% | -$31.5K | ﹤0.01% | 730 |
|
|
2025
Q1 | $46.1K | Buy |
823
+541
| +192% | +$30.3K | ﹤0.01% | 490 |
|
|
2024
Q4 | $15.2K | Sell |
282
-68
| -19% | -$3.66K | ﹤0.01% | 719 |
|
|
2024
Q3 | $20.2K | Buy |
350
+59
| +20% | +$3.41K | ﹤0.01% | 636 |
|
|
2024
Q2 | $14.3K | Buy |
291
+7
| +2% | +$343 | ﹤0.01% | 685 |
|
|
2024
Q1 | $14K | Buy |
284
+100
| +54% | +$4.92K | ﹤0.01% | 713 |
|
|
2023
Q4 | $8.65K | Buy |
184
+26
| +16% | +$1.22K | ﹤0.01% | 822 |
|
|
2023
Q3 | $7.06K | Sell |
158
-110
| -41% | -$4.91K | ﹤0.01% | 851 |
|
|
2023
Q2 | $13.9K | Sell |
268
-1,664
| -86% | -$86.2K | ﹤0.01% | 623 |
|
|
2023
Q1 | $108K | Sell |
1,932
-49
| -2% | -$2.74K | 0.01% | 266 |
|
|
2022
Q4 | $121K | Sell |
1,981
-89
| -4% | -$5.46K | 0.01% | 254 |
|
|
2022
Q3 | $143K | Buy |
2,070
+10
| +0.5% | +$691 | 0.02% | 249 |
|
|
2022
Q2 | $164K | Buy |
2,060
+1,796
| +680% | +$143K | 0.02% | 236 |
|
|
2022
Q1 | $22K | Buy |
264
+91
| +53% | +$7.58K | ﹤0.01% | 576 |
|
|
2021
Q4 | $14K | Buy |
173
+51
| +42% | +$4.13K | ﹤0.01% | 630 |
|
|
2021
Q3 | $9K | Hold |
122
| – | – | ﹤0.01% | 653 |
|
|
2021
Q2 | $9K | Hold |
122
| – | – | ﹤0.01% | 450 |
|
|
2021
Q1 | $9K | Sell |
122
-50
| -29% | -$3.69K | ﹤0.01% | 425 |
|
|
2020
Q4 | $13K | Buy |
172
+50
| +41% | +$3.78K | ﹤0.01% | 388 |
|
|
2020
Q3 | $10K | Hold |
122
| – | – | ﹤0.01% | 398 |
|
|
2020
Q2 | $10K | Hold |
122
| – | – | ﹤0.01% | 381 |
|
|
2020
Q1 | $9K | Hold |
122
| – | – | ﹤0.01% | 355 |
|
|
2019
Q4 | $10K | Hold |
122
| – | – | ﹤0.01% | 370 |
|
|
2019
Q3 | $10K | Hold |
122
| – | – | ﹤0.01% | 368 |
|
|
2019
Q2 | $9K | Hold |
122
| – | – | ﹤0.01% | 372 |
|
|
2019
Q1 | $9K | Hold |
122
| – | – | ﹤0.01% | 361 |
|
|
2018
Q4 | $9K | Sell |
122
-87
| -42% | -$6.42K | ﹤0.01% | 353 |
|
|
2018
Q3 | $15K | Buy |
209
+87
| +71% | +$6.24K | ﹤0.01% | 354 |
|
|
2018
Q2 | $8K | Hold |
122
| – | – | ﹤0.01% | 382 |
|
|
2018
Q1 | $8K | Sell |
122
-161
| -57% | -$10.6K | ﹤0.01% | 382 |
|
|
2017
Q4 | $23K | Buy |
283
+46
| +19% | +$3.74K | 0.01% | 313 |
|
|
2017
Q3 | $18K | Hold |
237
| – | – | ﹤0.01% | 329 |
|
|
2017
Q2 | $18K | Hold |
237
| – | – | ﹤0.01% | 309 |
|
|
2017
Q1 | $18K | Hold |
237
| – | – | ﹤0.01% | 315 |
|
|
2016
Q4 | $18K | Hold |
237
| – | – | ﹤0.01% | 315 |
|
|
2016
Q3 | $18K | Buy |
237
+75
| +46% | +$5.7K | 0.01% | 335 |
|
|
2016
Q2 | $13K | Hold |
162
| – | – | ﹤0.01% | 364 |
|
|
2016
Q1 | $12K | Hold |
162
| – | – | ﹤0.01% | 372 |
|
|
2015
Q4 | $11K | Buy |
162
+25
| +18% | +$1.7K | ﹤0.01% | 387 |
|
|
2015
Q3 | $10K | Sell |
137
-182
| -57% | -$13.3K | ﹤0.01% | 342 |
|
|
2015
Q2 | $21K | Hold |
319
| – | – | 0.01% | 270 |
|
|
2015
Q1 | $23K | Sell |
319
-6
| -2% | -$433 | 0.01% | 255 |
|
|
2014
Q4 | $25K | Hold |
325
| – | – | ﹤0.01% | 262 |
|
|
2014
Q3 | $22K | Sell |
325
-1
| -0.3% | -$68 | ﹤0.01% | 251 |
|
|
2014
Q2 | $23K | Buy |
+326
| New | +$23K | ﹤0.01% | 251 |
|