Larson Financial Group’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 | $268K | Buy |
4,746
+3,161
| +199% | +$179K | 0.01% | 599 |
|
|
2025
Q1 | $88.9K | Buy |
1,585
+929
| +142% | +$52.1K | ﹤0.01% | 826 |
|
|
2024
Q4 | $35.3K | Buy |
656
+48
| +8% | +$2.58K | ﹤0.01% | 1006 |
|
|
2024
Q3 | $35.1K | Buy |
608
+449
| +282% | +$25.9K | ﹤0.01% | 1008 |
|
|
2024
Q2 | $7.79K | Buy |
159
+86
| +118% | +$4.21K | ﹤0.01% | 1331 |
|
|
2024
Q1 | $3.59K | Sell |
73
-1,199
| -94% | -$59K | ﹤0.01% | 1254 |
|
|
2023
Q4 | $59.8K | Hold |
1,272
| – | – | 0.01% | 605 |
|
|
2023
Q3 | $56.8K | Buy |
1,272
+950
| +295% | +$42.4K | 0.01% | 580 |
|
|
2023
Q2 | $16.7K | Sell |
322
-182
| -36% | -$9.43K | ﹤0.01% | 792 |
|
|
2023
Q1 | $28.2K | Sell |
504
-785
| -61% | -$43.9K | ﹤0.01% | 665 |
|
|
2022
Q4 | $79K | Buy |
1,289
+182
| +16% | +$11.2K | 0.01% | 437 |
|
|
2022
Q3 | $77K | Buy |
1,107
+250
| +29% | +$17.4K | 0.01% | 393 |
|
|
2022
Q2 | $68K | Sell |
857
-179
| -17% | -$14.2K | 0.01% | 307 |
|
|
2022
Q1 | $88K | Sell |
1,036
-171
| -14% | -$14.5K | 0.01% | 287 |
|
|
2021
Q4 | $95K | Buy |
1,207
+51
| +4% | +$4.01K | 0.02% | 280 |
|
|
2021
Q3 | $84K | Sell |
1,156
-128
| -10% | -$9.3K | 0.02% | 222 |
|
|
2021
Q2 | $94K | Buy |
1,284
+128
| +11% | +$9.37K | 0.02% | 196 |
|
|
2021
Q1 | $88K | Buy |
1,156
+785
| +212% | +$59.8K | 0.03% | 181 |
|
|
2020
Q4 | $28K | Hold |
371
| – | – | 0.01% | 302 |
|
|
2020
Q3 | $29K | Sell |
371
-10
| -3% | -$782 | 0.01% | 261 |
|
|
2020
Q2 | $31K | Buy |
381
+200
| +110% | +$16.3K | 0.01% | 239 |
|
|
2020
Q1 | $13K | Buy |
181
+10
| +6% | +$718 | 0.01% | 260 |
|
|
2019
Q4 | $14K | Hold |
171
| – | – | 0.01% | 263 |
|
|
2019
Q3 | $14K | Hold |
171
| – | – | 0.01% | 261 |
|
|
2019
Q2 | $13K | Hold |
171
| – | – | 0.01% | 227 |
|
|
2019
Q1 | $13K | Hold |
171
| – | – | 0.01% | 210 |
|
|
2018
Q4 | $12K | Buy |
+171
| New | +$12K | 0.01% | 206 |
|