Liberty One Investment Management’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 | $669K | Sell |
11,842
-715
| -6% | -$40.4K | 0.07% | 106 |
|
|
2025
Q1 | $704K | Sell |
12,557
-242
| -2% | -$13.6K | 0.07% | 102 |
|
|
2024
Q4 | $689K | Sell |
12,799
-2,164
| -14% | -$117K | 0.07% | 103 |
|
|
2024
Q3 | $865K | Sell |
14,963
-711
| -5% | -$41.1K | 0.09% | 95 |
|
|
2024
Q2 | $768K | Sell |
15,674
-977
| -6% | -$47.9K | 0.09% | 100 |
|
|
2024
Q1 | $819K | Buy |
16,651
+3,753
| +29% | +$185K | 0.09% | 94 |
|
|
2023
Q4 | $606K | Sell |
12,898
-778
| -6% | -$36.6K | 0.07% | 107 |
|
|
2023
Q3 | $611K | Buy |
13,676
+122
| +0.9% | +$5.45K | 0.09% | 98 |
|
|
2023
Q2 | $702K | Buy |
13,554
+668
| +5% | +$34.6K | 0.09% | 106 |
|
|
2023
Q1 | $720K | Sell |
12,886
-298
| -2% | -$16.7K | 0.1% | 99 |
|
|
2022
Q4 | $808K | Sell |
13,184
-456
| -3% | -$28K | 0.12% | 92 |
|
|
2022
Q3 | $943K | Sell |
13,640
-410
| -3% | -$28.3K | 0.16% | 79 |
|
|
2022
Q2 | $1.03M | Sell |
14,050
-1,586
| -10% | -$117K | 0.18% | 95 |
|
|
2022
Q1 | $1.33M | Sell |
15,636
-588
| -4% | -$50K | 0.2% | 76 |
|
|
2021
Q4 | $1.28M | Buy |
16,224
+1,270
| +8% | +$99.8K | 0.19% | 77 |
|
|
2021
Q3 | $1.09M | Buy |
14,954
+904
| +6% | +$66K | 0.19% | 86 |
|
|
2021
Q2 | $1.03M | Buy |
14,050
+1,003
| +8% | +$73.8K | 0.17% | 95 |
|
|
2021
Q1 | $991K | Buy |
13,047
+915
| +8% | +$69.5K | 0.18% | 86 |
|
|
2020
Q4 | $912K | Buy |
12,132
+386
| +3% | +$29K | 0.17% | 87 |
|
|
2020
Q3 | $927K | Buy |
11,746
+1,201
| +11% | +$94.8K | 0.19% | 74 |
|
|
2020
Q2 | $856K | Sell |
10,545
-1,697
| -14% | -$138K | 0.19% | 72 |
|
|
2020
Q1 | $884K | Sell |
12,242
-469
| -4% | -$33.9K | 0.23% | 64 |
|
|
2019
Q4 | $1.05M | Buy |
+12,711
| New | +$1.05M | 0.23% | 73 |
|