Kovack Advisors’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 | $424K | Sell |
7,510
-2,286
| -23% | -$129K | 0.04% | 376 |
|
|
2025
Q1 | $549K | Sell |
9,796
-266
| -3% | -$14.9K | 0.06% | 275 |
|
|
2024
Q4 | $542K | Sell |
10,062
-1,293
| -11% | -$69.6K | 0.05% | 290 |
|
|
2024
Q3 | $656K | Buy |
11,355
+1,621
| +17% | +$93.7K | 0.07% | 244 |
|
|
2024
Q2 | $477K | Buy |
9,734
+1,175
| +14% | +$57.6K | 0.05% | 309 |
|
|
2024
Q1 | $421K | Sell |
8,559
-6
| -0.1% | -$295 | 0.05% | 288 |
|
|
2023
Q4 | $403K | Buy |
8,565
+463
| +6% | +$21.8K | 0.05% | 353 |
|
|
2023
Q3 | $362K | Sell |
8,102
-311
| -4% | -$13.9K | 0.05% | 335 |
|
|
2023
Q2 | $436K | Sell |
8,413
-2,018
| -19% | -$105K | 0.06% | 323 |
|
|
2023
Q1 | $583K | Buy |
10,431
+1,637
| +19% | +$91.5K | 0.08% | 260 |
|
|
2022
Q4 | $539K | Buy |
8,794
+472
| +6% | +$28.9K | 0.08% | 268 |
|
|
2022
Q3 | $575K | Sell |
8,322
-3,679
| -31% | -$254K | 0.08% | 254 |
|
|
2022
Q2 | $958K | Sell |
12,001
-965
| -7% | -$77K | 0.13% | 168 |
|
|
2022
Q1 | $1.1M | Sell |
12,966
-1,798
| -12% | -$153K | 0.11% | 190 |
|
|
2021
Q4 | $1.16M | Sell |
14,764
-128
| -0.9% | -$10.1K | 0.11% | 194 |
|
|
2021
Q3 | $1.09M | Buy |
14,892
+7
| +0% | +$511 | 0.12% | 195 |
|
|
2021
Q2 | $1.1M | Buy |
14,885
+900
| +6% | +$66.2K | 0.12% | 186 |
|
|
2021
Q1 | $1.06M | Buy |
13,985
+365
| +3% | +$27.7K | 0.14% | 172 |
|
|
2020
Q4 | $1.02M | Sell |
13,620
-283
| -2% | -$21.3K | 0.15% | 152 |
|
|
2020
Q3 | $1.1M | Buy |
13,903
+1,251
| +10% | +$98.7K | 0.2% | 131 |
|
|
2020
Q2 | $1.03M | Sell |
12,652
-358
| -3% | -$29.1K | 0.2% | 126 |
|
|
2020
Q1 | $939K | Sell |
13,010
-5,391
| -29% | -$389K | 0.22% | 113 |
|
|
2019
Q4 | $1.52M | Sell |
18,401
-1,067
| -5% | -$88.3K | 0.27% | 92 |
|
|
2019
Q3 | $1.58M | Buy |
19,468
+9,562
| +97% | +$775K | 0.32% | 75 |
|
|
2019
Q2 | $766K | Sell |
9,906
-22
| -0.2% | -$1.7K | 0.18% | 138 |
|
|
2019
Q1 | $761K | Buy |
9,928
+47
| +0.5% | +$3.6K | 0.19% | 133 |
|
|
2018
Q4 | $706K | Sell |
9,881
-253
| -2% | -$18.1K | 0.21% | 120 |
|
|
2018
Q3 | $712K | Buy |
10,134
+473
| +5% | +$33.2K | 0.18% | 136 |
|
|
2018
Q2 | $659K | Buy |
9,661
+329
| +4% | +$22.4K | 0.18% | 143 |
|
|
2018
Q1 | $629K | Buy |
9,332
+5,854
| +168% | +$395K | 0.16% | 153 |
|
|
2017
Q4 | $233K | Buy |
3,478
+678
| +24% | +$45.4K | 0.06% | 367 |
|
|
2017
Q3 | $215K | Buy |
2,800
+1
| +0% | +$77 | 0.07% | 304 |
|
|
2017
Q2 | $214K | Buy |
+2,799
| New | +$214K | 0.07% | 319 |
|