Keystone Financial Group (Kentucky)’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 | $968K | Buy |
17,103
+199
| +1% | +$11.3K | 0.09% | 155 |
|
|
2025
Q1 | $947K | Buy |
16,904
+4,170
| +33% | +$234K | 0.1% | 149 |
|
|
2024
Q4 | $687K | Buy |
12,734
+366
| +3% | +$19.7K | 0.07% | 175 |
|
|
2024
Q3 | $715K | Buy |
12,368
+93
| +0.8% | +$5.38K | 0.09% | 149 |
|
|
2024
Q2 | $601K | Buy |
12,275
+85
| +0.7% | +$4.17K | 0.22% | 68 |
|
|
2024
Q1 | $600K | Buy |
12,190
+2,283
| +23% | +$112K | 0.09% | 151 |
|
|
2023
Q4 | $466K | Sell |
9,907
-1,205
| -11% | -$56.6K | 0.08% | 154 |
|
|
2023
Q3 | $496K | Buy |
11,112
+1,465
| +15% | +$65.4K | 0.08% | 157 |
|
|
2023
Q2 | $500K | Buy |
+9,647
| New | +$500K | 0.09% | 157 |
|
|
2022
Q4 | $464K | Buy |
7,559
+1,345
| +22% | +$82.5K | 0.09% | 154 |
|
|
2022
Q3 | $429K | Buy |
6,214
+521
| +9% | +$36K | 0.09% | 157 |
|
|
2022
Q2 | $454K | Sell |
5,693
-54
| -0.9% | -$4.31K | 0.09% | 160 |
|
|
2022
Q1 | $488K | Buy |
5,747
+38
| +0.7% | +$3.23K | 0.08% | 159 |
|
|
2021
Q4 | $448K | Sell |
5,709
-13
| -0.2% | -$1.02K | 0.07% | 177 |
|
|
2021
Q3 | $418K | Sell |
5,722
-53
| -0.9% | -$3.87K | 0.08% | 182 |
|
|
2021
Q2 | $425K | Sell |
5,775
-546
| -9% | -$40.2K | 0.08% | 174 |
|
|
2021
Q1 | $480K | Sell |
6,321
-193
| -3% | -$14.7K | 0.09% | 159 |
|
|
2020
Q4 | $490K | Sell |
6,514
-242
| -4% | -$18.2K | 0.1% | 143 |
|
|
2020
Q3 | $533K | Sell |
6,756
-578
| -8% | -$45.6K | 0.13% | 130 |
|
|
2020
Q2 | $595K | Sell |
7,334
-223
| -3% | -$18.1K | 0.16% | 117 |
|
|
2020
Q1 | $546K | Buy |
7,557
+1,477
| +24% | +$107K | 0.18% | 108 |
|
|
2019
Q4 | $504K | Sell |
6,080
-322
| -5% | -$26.7K | 0.14% | 128 |
|
|
2019
Q3 | $519K | Sell |
6,402
-124
| -2% | -$10.1K | 0.16% | 119 |
|
|
2019
Q2 | $505K | Buy |
6,526
+56
| +0.9% | +$4.33K | 0.16% | 120 |
|
|
2019
Q1 | $496K | Buy |
+6,470
| New | +$496K | 0.18% | 121 |
|