LifePlan Financial Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $240K | Sell |
3,043
-2,367
| -44% | -$187K | 0.1% | 115 |
|
|
2020
Q2 | $439K | Hold |
5,410
| – | – | 0.2% | 81 |
|
|
2020
Q1 | $391K | Hold |
5,410
| – | – | 0.21% | 84 |
|
|
2019
Q4 | $448K | Buy |
5,410
+2,367
| +78% | +$196K | 0.2% | 87 |
|
|
2019
Q3 | $247K | Hold |
3,043
| – | – | 0.12% | 119 |
|
|
2019
Q2 | $235K | Hold |
3,043
| – | – | 0.11% | 120 |
|
|
2019
Q1 | $233K | Hold |
3,043
| – | – | 0.12% | 116 |
|
|
2018
Q4 | $217K | Hold |
3,043
| – | – | 0.14% | 114 |
|
|
2018
Q3 | $214K | Hold |
3,043
| – | – | 0.12% | 120 |
|
|
2018
Q2 | $207K | Sell |
3,043
-1,833
| -38% | -$125K | 0.12% | 116 |
|
|
2018
Q1 | $329K | Hold |
4,876
| – | – | 0.19% | 84 |
|
|
2017
Q4 | $375K | Hold |
4,876
| – | – | 0.24% | 76 |
|
|
2017
Q3 | $375K | Hold |
4,876
| – | – | 0.24% | 76 |
|
|
2017
Q2 | $374K | Hold |
4,876
| – | – | 0.26% | 77 |
|
|
2017
Q1 | $378K | Hold |
4,876
| – | – | 0.26% | 71 |
|
|
2016
Q4 | $373K | Hold |
4,876
| – | – | 0.26% | 81 |
|
|
2016
Q3 | $362K | Hold |
4,876
| – | – | 0.25% | 72 |
|
|
2016
Q2 | $380K | Hold |
4,876
| – | – | 0.26% | 67 |
|
|
2016
Q1 | $366K | Hold |
4,876
| – | – | 0.26% | 62 |
|
|
2015
Q4 | $330K | Hold |
4,876
| – | – | 0.23% | 70 |
|
|
2015
Q3 | $343K | Hold |
4,876
| – | – | 0.25% | 64 |
|
|
2015
Q2 | $326K | Buy |
4,876
+189
| +4% | +$12.6K | 0.22% | 75 |
|
|
2015
Q1 | $332K | Sell |
4,687
-216
| -4% | -$15.3K | 0.22% | 53 |
|
|
2014
Q4 | $377K | Buy |
4,903
+743
| +18% | +$57.1K | 0.25% | 48 |
|
|
2014
Q3 | $287K | Hold |
4,160
| – | – | 0.24% | 50 |
|
|
2014
Q2 | $298K | Sell |
4,160
-85
| -2% | -$6.09K | 0.21% | 48 |
|
|
2014
Q1 | $301K | Hold |
4,245
| – | – | 0.24% | 46 |
|
|
2013
Q4 | $275K | Buy |
4,245
+1,423
| +50% | +$92.2K | 0.19% | 47 |
|
|
2013
Q3 | $176K | Buy |
2,822
+1,607
| +132% | +$100K | 0.14% | 51 |
|
|
2013
Q2 | $69K | Buy |
+1,215
| New | +$69K | 0.08% | 67 |
|