Lindbrook Capital’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $534K | Buy |
9,528
+1,223
| +15% | +$68.6K | 0.05% | 214 |
|
|
2024
Q4 | $447K | Buy |
8,305
+1,402
| +20% | +$75.5K | 0.04% | 241 |
|
|
2024
Q3 | $399K | Sell |
6,903
-628
| -8% | -$36.3K | 0.04% | 257 |
|
|
2024
Q2 | $369K | Sell |
7,531
-2,252
| -23% | -$110K | 0.03% | 250 |
|
|
2024
Q1 | $481K | Sell |
9,783
-1,384
| -12% | -$68.1K | 0.05% | 222 |
|
|
2023
Q4 | $525K | Sell |
11,167
-996
| -8% | -$46.8K | 0.05% | 192 |
|
|
2023
Q3 | $543K | Buy |
12,163
+1,325
| +12% | +$59.2K | 0.06% | 171 |
|
|
2023
Q2 | $561K | Sell |
10,838
-999
| -8% | -$51.7K | 0.06% | 170 |
|
|
2023
Q1 | $662K | Buy |
11,837
+34
| +0.3% | +$1.9K | 0.08% | 142 |
|
|
2022
Q4 | $724K | Sell |
11,803
-316
| -3% | -$19.4K | 0.09% | 139 |
|
|
2022
Q3 | $838K | Buy |
12,119
+1,257
| +12% | +$86.9K | 0.14% | 92 |
|
|
2022
Q2 | $867K | Sell |
10,862
-79
| -0.7% | -$6.31K | 0.14% | 99 |
|
|
2022
Q1 | $930K | Buy |
10,941
+455
| +4% | +$38.7K | 0.14% | 98 |
|
|
2021
Q4 | $824K | Buy |
10,486
+9,889
| +1,656% | +$777K | 0.13% | 99 |
|
|
2021
Q3 | $44K | Sell |
597
-157
| -21% | -$11.6K | 0.01% | 476 |
|
|
2021
Q2 | $55K | Buy |
754
+36
| +5% | +$2.63K | 0.01% | 440 |
|
|
2021
Q1 | $55K | Buy |
718
+54
| +8% | +$4.14K | 0.01% | 409 |
|
|
2020
Q4 | $50K | Buy |
664
+37
| +6% | +$2.79K | 0.01% | 397 |
|
|
2020
Q3 | $49K | Buy |
627
+76
| +14% | +$5.94K | 0.01% | 361 |
|
|
2020
Q2 | $45K | Sell |
551
-138
| -20% | -$11.3K | 0.01% | 379 |
|
|
2020
Q1 | $50K | Sell |
689
-51
| -7% | -$3.7K | 0.02% | 320 |
|
|
2019
Q4 | $61K | Hold |
740
| – | – | 0.02% | 383 |
|
|
2019
Q3 | $60K | Buy |
740
+2
| +0.3% | +$162 | 0.02% | 357 |
|
|
2019
Q2 | $57K | Buy |
738
+23
| +3% | +$1.78K | 0.02% | 368 |
|
|
2019
Q1 | $54K | Buy |
715
+182
| +34% | +$13.7K | 0.02% | 375 |
|
|
2018
Q4 | $38K | Buy |
+533
| New | +$38K | 0.02% | 423 |
|