Laurel Wealth Advisors (North Carolina)’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 | $1.43M | Buy |
80,994
+78,991
| +3,944% | +$1.4M | 0.02% | 227 |
|
|
2025
Q1 | $112K | Hold |
2,003
| – | – | 0.02% | 229 |
|
|
2024
Q4 | $108K | Hold |
2,003
| – | – | 0.02% | 223 |
|
|
2024
Q3 | $116K | Buy |
2,003
+288
| +17% | +$16.6K | 0.02% | 221 |
|
|
2024
Q2 | $84K | Hold |
1,715
| – | – | 0.01% | 242 |
|
|
2024
Q1 | $84.4K | Buy |
1,715
+28
| +2% | +$1.38K | 0.01% | 249 |
|
|
2023
Q4 | $79.3K | Sell |
1,687
-1,846
| -52% | -$86.8K | 0.02% | 246 |
|
|
2023
Q3 | $158K | Hold |
3,533
| – | – | 0.03% | 181 |
|
|
2023
Q2 | $183K | Hold |
3,533
| – | – | 0.04% | 177 |
|
|
2023
Q1 | $198K | Buy |
3,533
+1,250
| +55% | +$69.9K | 0.04% | 169 |
|
|
2022
Q4 | $140K | Hold |
2,283
| – | – | 0.03% | 179 |
|
|
2022
Q3 | $158K | Sell |
2,283
-225
| -9% | -$15.6K | 0.04% | 174 |
|
|
2022
Q2 | $200K | Hold |
2,508
| – | – | 0.05% | 155 |
|
|
2022
Q1 | $213K | Hold |
2,508
| – | – | 0.04% | 162 |
|
|
2021
Q4 | $197K | Hold |
2,508
| – | – | 0.04% | 168 |
|
|
2021
Q3 | $183K | Sell |
2,508
-50
| -2% | -$3.65K | 0.04% | 171 |
|
|
2021
Q2 | $188K | Hold |
2,558
| – | – | 0.04% | 172 |
|
|
2021
Q1 | $194K | Sell |
2,558
-250
| -9% | -$19K | 0.05% | 162 |
|
|
2020
Q4 | $211K | Buy |
2,808
+600
| +27% | +$45.1K | 0.05% | 149 |
|
|
2020
Q3 | $174K | Hold |
2,208
| – | – | 0.05% | 146 |
|
|
2020
Q2 | $179K | Buy |
2,208
+39
| +2% | +$3.16K | 0.06% | 139 |
|
|
2020
Q1 | $157K | Hold |
2,169
| – | – | 0.06% | 136 |
|
|
2019
Q4 | $180K | Sell |
2,169
-275
| -11% | -$22.8K | 0.06% | 145 |
|
|
2019
Q3 | $198K | Sell |
2,444
-55
| -2% | -$4.46K | 0.07% | 139 |
|
|
2019
Q2 | $193K | Hold |
2,499
| – | – | 0.07% | 141 |
|
|
2019
Q1 | $192K | Buy |
2,499
+1,657
| +197% | +$127K | 0.07% | 139 |
|
|
2018
Q4 | $60K | Buy |
+842
| New | +$60K | 0.02% | 203 |
|