Key Financial Inc’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 | $599K | Hold |
10,593
| – | – | 0.12% | 146 |
|
|
2025
Q1 | $594K | Hold |
10,593
| – | – | 0.13% | 138 |
|
|
2024
Q4 | $571K | Hold |
10,593
| – | – | 0.13% | 138 |
|
|
2024
Q3 | $612K | Buy |
10,593
+13
| +0.1% | +$751 | 0.14% | 137 |
|
|
2024
Q2 | $518K | Hold |
10,580
| – | – | 0.12% | 141 |
|
|
2024
Q1 | $520K | Hold |
10,580
| – | – | 0.13% | 136 |
|
|
2023
Q4 | $497K | Hold |
10,580
| – | – | 0.14% | 126 |
|
|
2023
Q3 | $473K | Hold |
10,580
| – | – | 0.16% | 108 |
|
|
2023
Q2 | $548K | Hold |
10,580
| – | – | 0.18% | 100 |
|
|
2023
Q1 | $592K | Hold |
10,580
| – | – | 0.22% | 90 |
|
|
2022
Q4 | $731K | Hold |
10,580
| – | – | 0.35% | 56 |
|
|
2022
Q3 | $731K | Buy |
10,580
+10,086
| +2,042% | +$697K | 0.34% | 56 |
|
|
2022
Q2 | $40K | Hold |
494
| – | – | 0.02% | 397 |
|
|
2022
Q1 | $42K | Hold |
494
| – | – | 0.02% | 385 |
|
|
2021
Q4 | $39K | Hold |
494
| – | – | 0.02% | 379 |
|
|
2021
Q3 | $36K | Hold |
494
| – | – | 0.02% | 384 |
|
|
2021
Q2 | $37K | Hold |
494
| – | – | 0.02% | 389 |
|
|
2021
Q1 | $38K | Hold |
494
| – | – | 0.03% | 316 |
|
|
2020
Q4 | $37K | Buy |
+494
| New | +$37K | 0.03% | 289 |
|
|
2020
Q2 | – | Sell |
-494
| Closed | -$38K | – | 200 |
|
|
2020
Q1 | $38K | Buy |
+494
| New | +$38K | 0.04% | 246 |
|