Jones Financial Companies’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13M | Buy |
109,716
+19,707
| +22% | +$1.1M | ﹤0.01% | 448 |
|
|
2025
Q1 | $4.95M | Buy |
90,009
+20,135
| +29% | +$1.11M | ﹤0.01% | 427 |
|
|
2024
Q4 | $3.76M | Buy |
69,874
+22,090
| +46% | +$1.19M | ﹤0.01% | 409 |
|
|
2024
Q3 | $2.73M | Buy |
47,784
+27,351
| +134% | +$1.56M | ﹤0.01% | 386 |
|
|
2024
Q2 | $1M | Buy |
20,433
+10,618
| +108% | +$520K | ﹤0.01% | 422 |
|
|
2024
Q1 | $483K | Buy |
9,815
+3,622
| +58% | +$178K | ﹤0.01% | 330 |
|
|
2023
Q4 | $291K | Buy |
6,193
+1,148
| +23% | +$54K | ﹤0.01% | 290 |
|
|
2023
Q3 | $225K | Sell |
5,045
-2,222
| -31% | -$99.3K | ﹤0.01% | 253 |
|
|
2023
Q2 | $376K | Sell |
7,267
-2,766
| -28% | -$143K | ﹤0.01% | 229 |
|
|
2023
Q1 | $561K | Sell |
10,033
-875
| -8% | -$48.9K | ﹤0.01% | 212 |
|
|
2022
Q4 | $669K | Buy |
10,908
+327
| +3% | +$20.1K | ﹤0.01% | 198 |
|
|
2022
Q3 | $731K | Sell |
10,581
-1,035
| -9% | -$71.5K | ﹤0.01% | 174 |
|
|
2022
Q2 | $927K | Sell |
11,616
-613
| -5% | -$48.9K | ﹤0.01% | 163 |
|
|
2022
Q1 | $1.04M | Buy |
12,229
+50
| +0.4% | +$4.25K | ﹤0.01% | 164 |
|
|
2021
Q4 | $957K | Buy |
12,179
+1,101
| +10% | +$86.5K | ﹤0.01% | 157 |
|
|
2021
Q3 | $809K | Sell |
11,078
-1,891
| -15% | -$138K | ﹤0.01% | 160 |
|
|
2021
Q2 | $954K | Sell |
12,969
-327
| -2% | -$24.1K | ﹤0.01% | 151 |
|
|
2021
Q1 | $1.01M | Buy |
13,296
+3,849
| +41% | +$292K | ﹤0.01% | 148 |
|
|
2020
Q4 | $710K | Sell |
9,447
-795
| -8% | -$59.7K | ﹤0.01% | 149 |
|
|
2020
Q3 | $809K | Buy |
10,242
+68
| +0.7% | +$5.37K | ﹤0.01% | 145 |
|
|
2020
Q2 | $826K | Sell |
10,174
-3,158
| -24% | -$256K | ﹤0.01% | 146 |
|
|
2020
Q1 | $962K | Buy |
13,332
+350
| +3% | +$25.3K | ﹤0.01% | 142 |
|
|
2019
Q4 | $1.08M | Sell |
12,982
-1,661
| -11% | -$138K | ﹤0.01% | 144 |
|
|
2019
Q3 | $1.19M | Buy |
14,643
+1,561
| +12% | +$127K | ﹤0.01% | 141 |
|
|
2019
Q2 | $1.01M | Sell |
13,082
-426
| -3% | -$33K | ﹤0.01% | 144 |
|
|
2019
Q1 | $1.04M | Sell |
13,508
-3,214
| -19% | -$246K | ﹤0.01% | 144 |
|
|
2018
Q4 | $1.2M | Sell |
16,722
-4,615
| -22% | -$330K | ﹤0.01% | 140 |
|
|
2018
Q3 | $1.5M | Sell |
21,337
-457
| -2% | -$32.1K | ﹤0.01% | 130 |
|
|
2018
Q2 | $1.49M | Sell |
21,794
-2,101
| -9% | -$143K | ﹤0.01% | 131 |
|
|
2018
Q1 | $1.61M | Sell |
23,895
-2,587
| -10% | -$175K | ﹤0.01% | 132 |
|
|
2017
Q4 | $2.15M | Sell |
26,482
-1,377
| -5% | -$112K | 0.01% | 128 |
|
|
2017
Q3 | $2.14M | Sell |
27,859
-7,315
| -21% | -$563K | 0.01% | 131 |
|
|
2017
Q2 | $2.7M | Sell |
35,174
-2,158
| -6% | -$165K | 0.01% | 118 |
|
|
2017
Q1 | $2.9M | Sell |
37,332
-2,122
| -5% | -$165K | 0.01% | 119 |
|
|
2016
Q4 | $3.02M | Buy |
39,454
+19,187
| +95% | +$1.47M | 0.01% | 116 |
|
|
2016
Q3 | $1.51M | Buy |
20,267
+1,696
| +9% | +$126K | 0.01% | 132 |
|
|
2016
Q2 | $1.45M | Buy |
18,571
+2,736
| +17% | +$213K | 0.01% | 136 |
|
|
2016
Q1 | $1.19M | Sell |
15,835
-2,627
| -14% | -$197K | 0.01% | 138 |
|
|
2015
Q4 | $1.25M | Buy |
18,462
+1,717
| +10% | +$116K | 0.01% | 139 |
|
|
2015
Q3 | $1.18M | Buy |
16,745
+1,786
| +12% | +$126K | 0.01% | 143 |
|
|
2015
Q2 | $1M | Buy |
14,959
+196
| +1% | +$13.1K | 0.01% | 151 |
|
|
2015
Q1 | $1.05M | Buy |
14,763
+3,242
| +28% | +$230K | 0.01% | 151 |
|
|
2014
Q4 | $886K | Buy |
11,521
+1,121
| +11% | +$86.2K | 0.01% | 170 |
|
|
2014
Q3 | $719K | Buy |
10,400
+120
| +1% | +$8.3K | 0.01% | 176 |
|
|
2014
Q2 | $735K | Buy |
10,280
+323
| +3% | +$23.1K | 0.01% | 172 |
|
|
2014
Q1 | $707K | Sell |
9,957
-1,162
| -10% | -$82.5K | 0.01% | 168 |
|
|
2013
Q4 | $719K | Buy |
11,119
+2,305
| +26% | +$149K | 0.01% | 168 |
|
|
2013
Q3 | $551K | Sell |
8,814
-1,787
| -17% | -$112K | 0.01% | 174 |
|
|
2013
Q2 | $602K | Buy |
+10,601
| New | +$602K | 0.01% | 166 |
|