Lee Financial’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8
| Closed | -$491 | – | 836 |
|
|
2022
Q4 | $491 | Hold |
8
| – | – | ﹤0.01% | 825 |
|
|
2022
Q3 | $1K | Sell |
8
-4
| -33% | -$500 | ﹤0.01% | 747 |
|
|
2022
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 775 |
|
|
2022
Q1 | – | Sell |
-20
| Closed | -$2K | – | 802 |
|
|
2021
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 720 |
|
|
2020
Q3 | – | Sell |
-98
| Closed | -$8K | – | 535 |
|
|
2020
Q2 | $8K | Hold |
98
| – | – | ﹤0.01% | 396 |
|
|
2020
Q1 | $7K | Hold |
98
| – | – | ﹤0.01% | 339 |
|
|
2019
Q4 | $8K | Hold |
98
| – | – | ﹤0.01% | 378 |
|
|
2019
Q3 | $8K | Hold |
98
| – | – | ﹤0.01% | 377 |
|
|
2019
Q2 | $8K | Hold |
98
| – | – | ﹤0.01% | 383 |
|
|
2019
Q1 | $8K | Sell |
98
-49
| -33% | -$4K | ﹤0.01% | 365 |
|
|
2018
Q4 | $11K | Hold |
147
| – | – | ﹤0.01% | 272 |
|
|
2018
Q3 | $10K | Sell |
147
-1,476
| -91% | -$100K | ﹤0.01% | 324 |
|
|
2018
Q2 | $111K | Buy |
1,623
+7
| +0.4% | +$479 | 0.03% | 201 |
|
|
2018
Q1 | $109K | Buy |
1,616
+1,518
| +1,549% | +$102K | 0.03% | 200 |
|
|
2017
Q4 | $8K | Hold |
98
| – | – | ﹤0.01% | 368 |
|
|
2017
Q3 | $8K | Sell |
98
-188
| -66% | -$15.3K | ﹤0.01% | 369 |
|
|
2017
Q2 | $22K | Hold |
286
| – | – | 0.01% | 240 |
|
|
2017
Q1 | $22K | Hold |
286
| – | – | 0.01% | 213 |
|
|
2016
Q4 | $22K | Buy |
+286
| New | +$22K | 0.01% | 220 |
|