Johnson Financial Group Inc (Wisconsin)’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 | $25.2K | Hold |
446
| – | – | ﹤0.01% | 520 |
|
2025
Q1 | $25K | Sell |
446
-91
| -17% | -$5.1K | ﹤0.01% | 702 |
|
2024
Q4 | $29.9K | Sell |
537
-3,878
| -88% | -$216K | ﹤0.01% | 557 |
|
2024
Q3 | $255K | Buy |
4,415
+4,133
| +1,466% | +$239K | 0.01% | 319 |
|
2024
Q2 | $13.8K | Buy |
282
+27
| +11% | +$1.32K | ﹤0.01% | 549 |
|
2024
Q1 | $12.5K | Sell |
255
-22
| -8% | -$1.08K | ﹤0.01% | 540 |
|
2023
Q4 | $13K | Sell |
277
-349
| -56% | -$16.4K | ﹤0.01% | 623 |
|
2023
Q3 | $28K | Sell |
626
-902
| -59% | -$40.3K | ﹤0.01% | 449 |
|
2023
Q2 | $79.1K | Sell |
1,528
-2,284
| -60% | -$118K | 0.01% | 352 |
|
2023
Q1 | $213K | Buy |
3,812
+364
| +11% | +$20.4K | 0.02% | 263 |
|
2022
Q4 | $211K | Hold |
3,448
| – | – | 0.02% | 241 |
|
2022
Q3 | $239K | Sell |
3,448
-443
| -11% | -$30.7K | 0.02% | 216 |
|
2022
Q2 | $310K | Buy |
3,891
+200
| +5% | +$15.9K | 0.02% | 208 |
|
2022
Q1 | $314K | Sell |
3,691
-233
| -6% | -$19.8K | 0.02% | 225 |
|
2021
Q4 | $308K | Buy |
3,924
+65
| +2% | +$5.1K | 0.02% | 230 |
|
2021
Q3 | $282K | Sell |
3,859
-753
| -16% | -$55K | 0.02% | 227 |
|
2021
Q2 | $339K | Buy |
4,612
+284
| +7% | +$20.9K | 0.02% | 219 |
|
2021
Q1 | $329K | Sell |
4,328
-11,842
| -73% | -$900K | 0.02% | 218 |
|
2020
Q4 | $1.22M | Sell |
16,170
-969
| -6% | -$72.8K | 0.1% | 95 |
|
2020
Q3 | $1.35M | Buy |
17,139
+5,579
| +48% | +$440K | 0.14% | 77 |
|
2020
Q2 | $938K | Sell |
11,560
-1,787
| -13% | -$145K | 0.1% | 90 |
|
2020
Q1 | $963K | Buy |
13,347
+1,411
| +12% | +$102K | 0.12% | 91 |
|
2019
Q4 | $989K | Sell |
11,936
-1,141
| -9% | -$94.5K | 0.09% | 106 |
|
2019
Q3 | $1.06M | Buy |
13,077
+226
| +2% | +$18.3K | 0.1% | 126 |
|
2019
Q2 | $994K | Buy |
12,851
+9,242
| +256% | +$715K | 0.09% | 128 |
|
2019
Q1 | $276K | Buy |
3,609
+751
| +26% | +$57.4K | 0.02% | 203 |
|
2018
Q4 | $205K | Buy |
2,858
+1,384
| +94% | +$99.3K | 0.02% | 213 |
|
2018
Q3 | $104K | Hold |
1,474
| – | – | 0.01% | 265 |
|
2018
Q2 | $100K | Buy |
1,474
+19
| +1% | +$1.29K | 0.01% | 267 |
|
2018
Q1 | $98K | Sell |
1,455
-12
| -0.8% | -$808 | 0.01% | 274 |
|
2017
Q4 | $119K | Buy |
1,467
+122
| +9% | +$9.9K | 0.01% | 270 |
|
2017
Q3 | $103K | Buy |
1,345
+800
| +147% | +$61.3K | 0.01% | 279 |
|
2017
Q2 | $42K | Sell |
545
-9,593
| -95% | -$739K | 0.01% | 374 |
|
2017
Q1 | $787K | Buy |
10,138
+17
| +0.2% | +$1.32K | 0.1% | 172 |
|
2016
Q4 | $775K | Sell |
10,121
-2,045
| -17% | -$157K | 0.11% | 170 |
|
2016
Q3 | $904K | Buy |
12,166
+2,128
| +21% | +$158K | 0.12% | 151 |
|
2016
Q2 | $782K | Buy |
10,038
+877
| +10% | +$68.3K | 0.11% | 157 |
|
2016
Q1 | $688K | Buy |
9,161
+131
| +1% | +$9.84K | 0.14% | 146 |
|
2015
Q4 | $611K | Buy |
9,030
+23
| +0.3% | +$1.56K | 0.13% | 140 |
|
2015
Q3 | $634K | Buy |
9,007
+372
| +4% | +$26.2K | 0.14% | 146 |
|
2015
Q2 | $577K | Buy |
8,635
+72
| +0.8% | +$4.81K | 0.12% | 159 |
|
2015
Q1 | $607K | Sell |
8,563
-6,107
| -42% | -$433K | 0.13% | 146 |
|
2014
Q4 | $1.13M | Sell |
14,670
-118
| -0.8% | -$9.08K | 0.26% | 89 |
|
2014
Q3 | $1.02M | Sell |
14,788
-227
| -2% | -$15.7K | 0.27% | 90 |
|
2014
Q2 | $1.07M | Buy |
15,015
+837
| +6% | +$59.9K | 0.28% | 87 |
|
2014
Q1 | $1.01M | Sell |
14,178
-3,293
| -19% | -$234K | 0.29% | 89 |
|
2013
Q4 | $1.13M | Buy |
17,471
+2,432
| +16% | +$157K | 0.33% | 75 |
|
2013
Q3 | $939K | Sell |
15,039
-7,662
| -34% | -$478K | 0.28% | 79 |
|
2013
Q2 | $1.29M | Buy |
+22,701
| New | +$1.29M | 0.36% | 58 |
|