Kelly Financial Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-236
| Closed | -$11.6K | – | 247 |
|
|
2024
Q2 | $11.6K | Buy |
236
+3
| +1% | +$147 | ﹤0.01% | 409 |
|
|
2024
Q1 | $11.5K | Buy |
233
+3
| +1% | +$148 | ﹤0.01% | 411 |
|
|
2023
Q4 | $10.8K | Buy |
230
+3
| +1% | +$141 | ﹤0.01% | 387 |
|
|
2023
Q3 | $10.1K | Buy |
227
+3
| +1% | +$134 | ﹤0.01% | 367 |
|
|
2023
Q2 | $11.6K | Buy |
224
+2
| +0.9% | +$104 | 0.01% | 344 |
|
|
2023
Q1 | $12.4K | Buy |
222
+3
| +1% | +$167 | 0.01% | 326 |
|
|
2022
Q4 | $13.4K | Buy |
219
+2
| +0.9% | +$123 | 0.01% | 301 |
|
|
2022
Q3 | $15K | Buy |
217
+2
| +0.9% | +$138 | 0.01% | 285 |
|
|
2022
Q2 | $17.2K | Buy |
215
+2
| +0.9% | +$160 | 0.01% | 270 |
|
|
2022
Q1 | $18.1K | Buy |
213
+1
| +0.5% | +$85 | 0.01% | 279 |
|
|
2021
Q4 | $16.6K | Buy |
212
+2
| +1% | +$157 | 0.01% | 280 |
|
|
2021
Q3 | $15.3K | Sell |
210
-15,125
| -99% | -$1.1M | 0.01% | 283 |
|
|
2021
Q2 | $208K | Buy |
15,335
+15,128
| +7,308% | +$205K | 0.01% | 292 |
|
|
2021
Q1 | $15.7K | Buy |
207
+2
| +1% | +$152 | 0.01% | 248 |
|
|
2020
Q4 | $15.4K | Buy |
205
+1
| +0.5% | +$75 | 0.01% | 219 |
|
|
2020
Q3 | $16.1K | Buy |
204
+3
| +1% | +$236 | 0.01% | 202 |
|
|
2020
Q2 | $16.4K | Buy |
201
+2
| +1% | +$163 | 0.01% | 189 |
|
|
2020
Q1 | $14.4K | Buy |
199
+2
| +1% | +$145 | 0.02% | 176 |
|
|
2019
Q4 | $16.3K | Buy |
197
+2
| +1% | +$166 | 0.01% | 186 |
|
|
2019
Q3 | $15.8K | Buy |
195
+2
| +1% | +$162 | 0.01% | 176 |
|
|
2019
Q2 | $14.9K | Buy |
193
+2
| +1% | +$155 | 0.01% | 181 |
|
|
2019
Q1 | $14.6K | Buy |
+191
| New | +$14.6K | 0.02% | 180 |
|