Kestra Private Wealth Services’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 | $3.53M | Buy |
62,531
+8,637
| +16% | +$488K | 0.05% | 354 |
|
|
2025
Q1 | $3.02M | Buy |
53,894
+10,011
| +23% | +$561K | 0.05% | 359 |
|
|
2024
Q4 | $2.36M | Sell |
43,883
-1,801
| -4% | -$97K | 0.04% | 389 |
|
|
2024
Q3 | $2.64M | Buy |
45,684
+13,152
| +40% | +$760K | 0.05% | 355 |
|
|
2024
Q2 | $1.59M | Buy |
32,532
+7,851
| +32% | +$385K | 0.03% | 448 |
|
|
2024
Q1 | $1.21M | Buy |
24,681
+1,339
| +6% | +$65.9K | 0.03% | 503 |
|
|
2023
Q4 | $1.1M | Sell |
23,342
-1,777
| -7% | -$83.5K | 0.03% | 501 |
|
|
2023
Q3 | $1.12M | Sell |
25,119
-131
| -0.5% | -$5.85K | 0.04% | 427 |
|
|
2023
Q2 | $1.31M | Buy |
25,250
+1,243
| +5% | +$64.4K | 0.04% | 381 |
|
|
2023
Q1 | $1.34M | Buy |
24,007
+1,020
| +4% | +$57K | 0.05% | 346 |
|
|
2022
Q4 | $1.41M | Buy |
22,987
+1,497
| +7% | +$91.8K | 0.07% | 301 |
|
|
2022
Q3 | $1.49M | Buy |
21,490
+2,420
| +13% | +$167K | 0.09% | 259 |
|
|
2022
Q2 | $1.52M | Buy |
19,070
+2,626
| +16% | +$210K | 0.09% | 266 |
|
|
2022
Q1 | $1.4M | Sell |
16,444
-1,011
| -6% | -$85.9K | 0.07% | 301 |
|
|
2021
Q4 | $1.37M | Sell |
17,455
-1,508
| -8% | -$118K | 0.07% | 310 |
|
|
2021
Q3 | $1.39M | Buy |
18,963
+6,087
| +47% | +$445K | 0.08% | 284 |
|
|
2021
Q2 | $947K | Sell |
12,876
-311
| -2% | -$22.9K | 0.06% | 340 |
|
|
2021
Q1 | $1M | Buy |
13,187
+1,009
| +8% | +$76.7K | 0.07% | 289 |
|
|
2020
Q4 | $902K | Buy |
12,178
+2,053
| +20% | +$152K | 0.07% | 296 |
|
|
2020
Q3 | $799K | Buy |
+10,125
| New | +$799K | 0.07% | 286 |
|