Lido Advisors’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 | $1.86M | Buy |
32,939
+2,248
| +7% | +$127K | 0.01% | 561 |
|
|
2025
Q1 | $1.72M | Buy |
30,691
+3,782
| +14% | +$212K | 0.01% | 551 |
|
|
2024
Q4 | $1.45M | Buy |
26,909
+5,613
| +26% | +$302K | 0.01% | 575 |
|
|
2024
Q3 | $1.23M | Buy |
21,296
+4,424
| +26% | +$256K | 0.01% | 576 |
|
|
2024
Q2 | $827K | Buy |
16,872
+6,118
| +57% | +$300K | ﹤0.01% | 675 |
|
|
2024
Q1 | $529K | Buy |
10,754
+1,043
| +11% | +$51.3K | ﹤0.01% | 803 |
|
|
2023
Q4 | $456K | Sell |
9,711
-387
| -4% | -$18.2K | ﹤0.01% | 803 |
|
|
2023
Q3 | $451K | Buy |
10,098
+5,250
| +108% | +$235K | ﹤0.01% | 697 |
|
|
2023
Q2 | $251K | Sell |
4,848
-2,980
| -38% | -$154K | ﹤0.01% | 912 |
|
|
2023
Q1 | $438K | Buy |
7,828
+2,231
| +40% | +$125K | ﹤0.01% | 660 |
|
|
2022
Q4 | $343K | Buy |
5,597
+693
| +14% | +$42.5K | ﹤0.01% | 678 |
|
|
2022
Q3 | $338K | Buy |
4,904
+27
| +0.6% | +$1.86K | ﹤0.01% | 619 |
|
|
2022
Q2 | $389K | Buy |
4,877
+678
| +16% | +$54.1K | 0.01% | 545 |
|
|
2022
Q1 | $356K | Sell |
4,199
-584
| -12% | -$49.5K | ﹤0.01% | 664 |
|
|
2021
Q4 | $375K | Sell |
4,783
-632
| -12% | -$49.6K | ﹤0.01% | 622 |
|
|
2021
Q3 | $395K | Buy |
5,415
+1,916
| +55% | +$140K | 0.01% | 580 |
|
|
2021
Q2 | $257K | Buy |
+3,499
| New | +$257K | ﹤0.01% | 671 |
|
|
2020
Q4 | – | Sell |
-14,514
| Closed | -$1.15M | – | 717 |
|
|
2020
Q3 | $1.15M | Buy |
14,514
+3,185
| +28% | +$251K | 0.03% | 213 |
|
|
2020
Q2 | $920K | Buy |
11,329
+8,394
| +286% | +$682K | 0.03% | 224 |
|
|
2020
Q1 | $212K | Sell |
2,935
-950
| -24% | -$68.6K | 0.01% | 445 |
|
|
2019
Q4 | $322K | Sell |
3,885
-205
| -5% | -$17K | 0.01% | 426 |
|
|
2019
Q3 | $331K | Buy |
4,090
+1,219
| +42% | +$98.7K | 0.02% | 373 |
|
|
2019
Q2 | $222K | Buy |
+2,871
| New | +$222K | 0.01% | 446 |
|
|
2016
Q2 | – | Sell |
-2,817
| Closed | -$212K | – | 161 |
|
|
2016
Q1 | $212K | Buy |
+2,817
| New | +$212K | 0.07% | 126 |
|