LFA
Legacy Financial Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
10,357
+533
| +5% | +$30.1K | 0.09% | 181 |
|
|
2025
Q1 | $551K | Buy |
9,824
+514
| +6% | +$28.8K | 0.09% | 178 |
|
|
2024
Q4 | $501K | Buy |
9,310
+1,966
| +27% | +$106K | 0.08% | 191 |
|
|
2024
Q3 | $424K | Buy |
7,344
+202
| +3% | +$11.7K | 0.07% | 220 |
|
|
2024
Q2 | $350K | Buy |
+7,142
| New | +$350K | 0.06% | 231 |
|
|
2022
Q4 | – | Sell |
-7,022
| Closed | -$485K | – | 245 |
|
|
2022
Q3 | $485K | Buy |
7,022
+639
| +10% | +$44.1K | 0.12% | 99 |
|
|
2022
Q2 | $509K | Buy |
6,383
+456
| +8% | +$36.4K | 0.13% | 88 |
|
|
2022
Q1 | $504K | Buy |
5,927
+103
| +2% | +$8.76K | 0.11% | 98 |
|
|
2021
Q4 | $458K | Buy |
5,824
+242
| +4% | +$19K | 0.11% | 102 |
|
|
2021
Q3 | $408K | Sell |
5,582
-86
| -2% | -$6.29K | 0.1% | 97 |
|
|
2021
Q2 | $417K | Buy |
5,668
+428
| +8% | +$31.5K | 0.11% | 89 |
|
|
2021
Q1 | $398K | Buy |
5,240
+1,363
| +35% | +$104K | 0.11% | 82 |
|
|
2020
Q4 | $292K | Sell |
3,877
-73
| -2% | -$5.5K | 0.08% | 100 |
|
|
2020
Q3 | $312K | Buy |
+3,950
| New | +$312K | 0.1% | 84 |
|
|
2020
Q1 | – | Sell |
-11,928
| Closed | -$988K | – | 75 |
|
|
2019
Q4 | $988K | Sell |
11,928
-91
| -0.8% | -$7.54K | 0.31% | 33 |
|
|
2019
Q3 | $974K | Sell |
12,019
-110
| -0.9% | -$8.91K | 0.32% | 31 |
|
|
2019
Q2 | $938K | Sell |
12,129
-250
| -2% | -$19.3K | 0.33% | 32 |
|
|
2019
Q1 | $949K | Sell |
12,379
-7,218
| -37% | -$553K | 0.32% | 29 |
|
|
2018
Q4 | $1.4M | Buy |
19,597
+1,163
| +6% | +$83.1K | 0.54% | 19 |
|
|
2018
Q3 | $1.3M | Sell |
18,434
-205
| -1% | -$14.4K | 0.47% | 21 |
|
|
2018
Q2 | $1.31M | Buy |
18,639
+8,810
| +90% | +$617K | 0.5% | 20 |
|
|
2018
Q1 | $643K | Buy |
9,829
+3,420
| +53% | +$224K | 0.26% | 37 |
|
|
2017
Q4 | $519K | Buy |
+6,409
| New | +$519K | 0.21% | 42 |
|