KWM
Kingsview Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
25,398
-722
| -3% | -$40.8K | 0.02% | 494 |
|
|
2025
Q1 | $1.46M | Sell |
26,120
-1,313
| -5% | -$73.6K | 0.03% | 451 |
|
|
2024
Q4 | $1.48M | Buy |
27,433
+787
| +3% | +$42.4K | 0.03% | 463 |
|
|
2024
Q3 | $1.54M | Sell |
26,646
-999
| -4% | -$57.7K | 0.03% | 433 |
|
|
2024
Q2 | $1.35M | Buy |
27,645
+622
| +2% | +$30.5K | 0.03% | 439 |
|
|
2024
Q1 | $1.33M | Buy |
27,023
+2,058
| +8% | +$101K | 0.03% | 433 |
|
|
2023
Q4 | $1.17M | Sell |
24,965
-8
| -0% | -$376 | 0.04% | 417 |
|
|
2023
Q3 | $1.12M | Buy |
24,973
+699
| +3% | +$31.2K | 0.04% | 408 |
|
|
2023
Q2 | $1.26M | Buy |
24,274
+741
| +3% | +$38.4K | 0.05% | 340 |
|
|
2023
Q1 | $1.32M | Buy |
23,533
+470
| +2% | +$26.3K | 0.06% | 325 |
|
|
2022
Q4 | $1.41M | Buy |
23,063
+3,988
| +21% | +$245K | 0.06% | 284 |
|
|
2022
Q3 | $1.32M | Buy |
19,075
+89
| +0.5% | +$6.15K | 0.06% | 279 |
|
|
2022
Q2 | $1.52M | Buy |
18,986
+1,210
| +7% | +$96.6K | 0.07% | 267 |
|
|
2022
Q1 | $1.51M | Buy |
17,776
+155
| +0.9% | +$13.2K | 0.07% | 292 |
|
|
2021
Q4 | $1.38M | Buy |
17,621
+2,521
| +17% | +$198K | 0.06% | 305 |
|
|
2021
Q3 | $1.1M | Sell |
15,100
-139
| -0.9% | -$10.2K | 0.05% | 342 |
|
|
2021
Q2 | $1.13M | Buy |
15,239
+387
| +3% | +$28.7K | 0.06% | 345 |
|
|
2021
Q1 | $1.13M | Buy |
14,852
+169
| +1% | +$12.8K | 0.06% | 303 |
|
|
2020
Q4 | $1.1M | Sell |
14,683
-148
| -1% | -$11.1K | 0.08% | 254 |
|
|
2020
Q3 | $1.17M | Sell |
14,831
-1,456
| -9% | -$115K | 0.1% | 200 |
|
|
2020
Q2 | $1.32M | Buy |
16,287
+1,736
| +12% | +$141K | 0.13% | 173 |
|
|
2020
Q1 | $1.05M | Buy |
14,551
+3,930
| +37% | +$284K | 0.14% | 172 |
|
|
2019
Q4 | $880K | Buy |
10,621
+2,166
| +26% | +$179K | 0.11% | 209 |
|
|
2019
Q3 | $685K | Buy |
8,455
+972
| +13% | +$78.7K | 0.11% | 207 |
|
|
2019
Q2 | $579K | Buy |
7,483
+905
| +14% | +$70K | 0.1% | 222 |
|
|
2019
Q1 | $504K | Buy |
6,578
+2,851
| +76% | +$218K | 0.08% | 266 |
|
|
2018
Q4 | $266K | Buy |
3,727
+752
| +25% | +$53.7K | 0.06% | 305 |
|
|
2018
Q3 | $209K | Buy |
+2,975
| New | +$209K | 0.04% | 333 |
|