Koshinski Asset Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
7,613
+217
| +3% | +$12.3K | 0.03% | 437 |
|
|
2025
Q1 | $415K | Buy |
7,396
+262
| +4% | +$14.7K | 0.04% | 407 |
|
|
2024
Q4 | $384M | Buy |
7,134
+263
| +4% | +$14.2M | 0.03% | 437 |
|
|
2024
Q3 | $397K | Buy |
6,871
+12
| +0.2% | +$693 | 0.03% | 427 |
|
|
2024
Q2 | $339K | Buy |
6,859
+703
| +11% | +$34.8K | 0.03% | 433 |
|
|
2024
Q1 | $303K | Buy |
+6,156
| New | +$303K | 0.03% | 430 |
|
|
2023
Q4 | – | Sell |
-7,344
| Closed | -$328K | – | 526 |
|
|
2023
Q3 | $328K | Buy |
7,344
+27
| +0.4% | +$1.21K | 0.04% | 417 |
|
|
2023
Q2 | $379K | Sell |
7,317
-159
| -2% | -$8.23K | 0.04% | 405 |
|
|
2023
Q1 | $418K | Sell |
7,476
-5
| -0.1% | -$280 | 0.04% | 359 |
|
|
2022
Q4 | $459K | Buy |
7,481
+92
| +1% | +$5.64K | 0.04% | 377 |
|
|
2022
Q3 | $511K | Sell |
7,389
-69
| -0.9% | -$4.77K | 0.06% | 321 |
|
|
2022
Q2 | $595K | Buy |
7,458
+653
| +10% | +$52.1K | 0.06% | 332 |
|
|
2022
Q1 | $578K | Buy |
6,805
+140
| +2% | +$11.9K | 0.05% | 362 |
|
|
2021
Q4 | $524K | Sell |
6,665
-424
| -6% | -$33.3K | 0.04% | 395 |
|
|
2021
Q3 | $518K | Buy |
7,089
+148
| +2% | +$10.8K | 0.05% | 391 |
|
|
2021
Q2 | $511K | Buy |
+6,941
| New | +$511K | 0.06% | 324 |
|
|
2020
Q4 | – | Sell |
-2,431
| Closed | -$200 | – | 547 |
|
|
2020
Q3 | $200 | Sell |
2,431
-1,232
| -34% | -$101 | 0.03% | 479 |
|
|
2020
Q2 | $297K | Buy |
3,663
+805
| +28% | +$65.3K | 0.05% | 389 |
|
|
2020
Q1 | $206K | Buy |
2,858
+380
| +15% | +$27.4K | 0.04% | 417 |
|
|
2019
Q4 | $203K | Buy |
+2,478
| New | +$203K | 0.03% | 483 |
|
|
2018
Q1 | – | Sell |
-3,779
| Closed | -$306K | – | 373 |
|
|
2017
Q4 | $306K | Buy |
+3,779
| New | +$306K | 0.08% | 331 |
|