Level Four Advisory Services’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 | $1.66M | Buy |
29,372
+1,188
| +4% | +$67.1K | 0.06% | 282 |
|
|
2025
Q1 | $1.58M | Buy |
28,184
+2,268
| +9% | +$127K | 0.07% | 277 |
|
|
2024
Q4 | $1.4M | Sell |
25,916
-384
| -1% | -$20.7K | 0.06% | 289 |
|
|
2024
Q3 | $1.57M | Buy |
26,300
+4,204
| +19% | +$250K | 0.07% | 270 |
|
|
2024
Q2 | $1.08M | Buy |
22,096
+11,965
| +118% | +$586K | 0.05% | 313 |
|
|
2024
Q1 | $476K | Hold |
10,131
| – | – | 0.03% | 488 |
|
|
2023
Q4 | $476K | Sell |
10,131
-1,263
| -11% | -$59.4K | 0.03% | 483 |
|
|
2023
Q3 | $509K | Sell |
11,394
-7,287
| -39% | -$325K | 0.03% | 435 |
|
|
2023
Q2 | $968K | Buy |
18,681
+88
| +0.5% | +$4.56K | 0.06% | 303 |
|
|
2023
Q1 | $1.04M | Buy |
18,593
+2,913
| +19% | +$163K | 0.07% | 273 |
|
|
2022
Q4 | $961K | Buy |
15,680
+6,999
| +81% | +$429K | 0.07% | 252 |
|
|
2022
Q3 | $600K | Sell |
8,681
-5,176
| -37% | -$358K | 0.06% | 283 |
|
|
2022
Q2 | $1.11M | Buy |
13,857
+1,448
| +12% | +$116K | 0.1% | 202 |
|
|
2022
Q1 | $1.05M | Buy |
12,409
+5,322
| +75% | +$452K | 0.08% | 232 |
|
|
2021
Q4 | $557K | Sell |
7,087
-2,847
| -29% | -$224K | 0.04% | 360 |
|
|
2021
Q3 | $725K | Buy |
9,934
+1,448
| +17% | +$106K | 0.08% | 231 |
|
|
2021
Q2 | $624K | Sell |
8,486
-1,094
| -11% | -$80.4K | 0.04% | 347 |
|
|
2021
Q1 | $728K | Sell |
9,580
-321
| -3% | -$24.4K | 0.06% | 311 |
|
|
2020
Q4 | $745K | Sell |
9,901
-14,848
| -60% | -$1.12M | 0.06% | 290 |
|
|
2020
Q3 | $1.95M | Sell |
24,749
-58,914
| -70% | -$4.65M | 0.15% | 148 |
|
|
2020
Q2 | $6.79M | Buy |
83,663
+130
| +0.2% | +$10.6K | 0.53% | 35 |
|
|
2020
Q1 | $6.03M | Sell |
83,533
-1,824
| -2% | -$132K | 0.72% | 23 |
|
|
2019
Q4 | $62.9M | Sell |
85,357
-1,067
| -1% | -$786K | 2.49% | 3 |
|
|
2019
Q3 | $7M | Buy |
86,424
+1,691
| +2% | +$137K | 0.72% | 21 |
|
|
2019
Q2 | $6.55M | Buy |
84,733
+813
| +1% | +$62.9K | 0.66% | 26 |
|
|
2019
Q1 | $6.43M | Sell |
83,920
-2,767
| -3% | -$212K | 0.71% | 25 |
|
|
2018
Q4 | $6.2M | Sell |
86,687
-16,997
| -16% | -$1.21M | 0.77% | 23 |
|
|
2018
Q3 | $7.29M | Buy |
103,684
+723
| +0.7% | +$50.8K | 0.79% | 19 |
|
|
2018
Q2 | $7.02M | Buy |
102,961
+93,923
| +1,039% | +$6.4M | 0.51% | 46 |
|
|
2018
Q1 | $609K | Buy |
9,038
+1,806
| +25% | +$122K | 0.05% | 330 |
|
|
2017
Q4 | $586K | Sell |
7,232
-117
| -2% | -$9.48K | 0.05% | 333 |
|
|
2017
Q3 | $565K | Sell |
7,349
-225
| -3% | -$17.3K | 0.05% | 318 |
|
|
2017
Q2 | $590K | Hold |
7,574
| – | – | 0.09% | 223 |
|
|
2017
Q1 | $590K | Buy |
7,574
+539
| +8% | +$42K | 0.06% | 289 |
|
|
2016
Q4 | $539K | Buy |
+7,035
| New | +$539K | 0.07% | 261 |
|