Linscomb Wealth’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 | $429K | Sell |
7,595
-3,274
| -30% | -$185K | 0.02% | 242 |
|
|
2025
Q1 | $609K | Sell |
10,869
-1,264
| -10% | -$70.9K | 0.03% | 213 |
|
|
2024
Q4 | $653K | Sell |
12,133
-18
| -0.1% | -$969 | 0.03% | 205 |
|
|
2024
Q3 | $702K | Sell |
12,151
-920
| -7% | -$53.2K | 0.03% | 199 |
|
|
2024
Q2 | $640K | Sell |
13,071
-1,184
| -8% | -$58K | 0.03% | 197 |
|
|
2024
Q1 | $701K | Sell |
14,255
-348
| -2% | -$17.1K | 0.04% | 192 |
|
|
2023
Q4 | $686K | Sell |
14,603
-5,789
| -28% | -$272K | 0.04% | 186 |
|
|
2023
Q3 | $911K | Sell |
20,392
-88,594
| -81% | -$3.96M | 0.05% | 161 |
|
|
2023
Q2 | $5.64M | Sell |
108,986
-3,601
| -3% | -$186K | 0.3% | 78 |
|
|
2023
Q1 | $6.29M | Buy |
112,587
+7,193
| +7% | +$402K | 0.33% | 72 |
|
|
2022
Q4 | $6.46M | Sell |
105,394
-2,867
| -3% | -$176K | 0.33% | 72 |
|
|
2022
Q3 | $7.48M | Buy |
108,261
+1,958
| +2% | +$135K | 0.45% | 57 |
|
|
2022
Q2 | $8.48M | Buy |
106,303
+2,717
| +3% | +$217K | 0.49% | 53 |
|
|
2022
Q1 | $8.8M | Buy |
103,586
+4,348
| +4% | +$369K | 0.42% | 62 |
|
|
2021
Q4 | $7.8M | Buy |
99,238
+3,772
| +4% | +$296K | 0.37% | 71 |
|
|
2021
Q3 | $6.97M | Buy |
95,466
+3,225
| +3% | +$235K | 0.36% | 75 |
|
|
2021
Q2 | $6.79M | Buy |
92,241
+4,512
| +5% | +$332K | 0.35% | 76 |
|
|
2021
Q1 | $6.66M | Buy |
87,729
+3,222
| +4% | +$245K | 0.36% | 72 |
|
|
2020
Q4 | $6.36M | Buy |
84,507
+1,768
| +2% | +$133K | 0.38% | 68 |
|
|
2020
Q3 | $6.53M | Buy |
82,739
+2,456
| +3% | +$194K | 0.45% | 56 |
|
|
2020
Q2 | $6.52M | Buy |
80,283
+2,620
| +3% | +$213K | 0.48% | 53 |
|
|
2020
Q1 | $5.61M | Sell |
77,663
-4,348
| -5% | -$314K | 0.5% | 41 |
|
|
2019
Q4 | $6.79M | Buy |
82,011
+14,705
| +22% | +$1.22M | 0.44% | 38 |
|
|
2019
Q3 | $5.45M | Buy |
67,306
+3,566
| +6% | +$289K | 0.44% | 39 |
|
|
2019
Q2 | $4.93M | Buy |
63,740
+754
| +1% | +$58.3K | 0.4% | 44 |
|
|
2019
Q1 | $4.83M | Buy |
62,986
+5,750
| +10% | +$441K | 0.41% | 45 |
|
|
2018
Q4 | $4.09M | Sell |
57,236
-1,898
| -3% | -$136K | 0.39% | 43 |
|
|
2018
Q3 | $4.16M | Buy |
59,134
+3,951
| +7% | +$278K | 0.34% | 53 |
|
|
2018
Q2 | $3.76M | Sell |
55,183
-451
| -0.8% | -$30.7K | 0.32% | 54 |
|
|
2018
Q1 | $3.75M | Buy |
55,634
+1,916
| +4% | +$129K | 0.32% | 55 |
|
|
2017
Q4 | $4.35M | Buy |
53,718
+3,802
| +8% | +$308K | 0.36% | 49 |
|
|
2017
Q3 | $3.84M | Buy |
49,916
+557
| +1% | +$42.9K | 0.33% | 52 |
|
|
2017
Q2 | $3.78M | Buy |
49,359
+1,180
| +2% | +$90.4K | 0.34% | 53 |
|
|
2017
Q1 | $3.74M | Buy |
48,179
+3,450
| +8% | +$268K | 0.34% | 50 |
|
|
2016
Q4 | $3.43M | Buy |
44,729
+2,499
| +6% | +$191K | 0.32% | 52 |
|
|
2016
Q3 | $3.14M | Buy |
42,230
+2,628
| +7% | +$195K | 0.3% | 51 |
|
|
2016
Q2 | $3.09M | Sell |
39,602
-1,222
| -3% | -$95.2K | 0.31% | 46 |
|
|
2016
Q1 | $3.07M | Buy |
40,824
+1,816
| +5% | +$136K | 0.33% | 43 |
|
|
2015
Q4 | $2.64M | Buy |
39,008
+1,087
| +3% | +$73.5K | 0.3% | 55 |
|
|
2015
Q3 | $2.67M | Buy |
37,921
+1,463
| +4% | +$103K | 0.31% | 50 |
|
|
2015
Q2 | $2.44M | Buy |
36,458
+477
| +1% | +$31.9K | 0.27% | 60 |
|
|
2015
Q1 | $2.55M | Buy |
35,981
+1,580
| +5% | +$112K | 0.27% | 59 |
|
|
2014
Q4 | $2.65M | Buy |
34,401
+1,151
| +3% | +$88.5K | 0.29% | 56 |
|
|
2014
Q3 | $2.3M | Sell |
33,250
-13
| -0% | -$898 | 0.25% | 62 |
|
|
2014
Q2 | $2.38M | Buy |
33,263
+645
| +2% | +$46.1K | 0.25% | 59 |
|
|
2014
Q1 | $2.32M | Buy |
32,618
+5,194
| +19% | +$369K | 0.26% | 54 |
|
|
2013
Q4 | $1.77M | Buy |
27,424
+1,312
| +5% | +$84.9K | 0.22% | 64 |
|
|
2013
Q3 | $1.63M | Buy |
26,112
+1,687
| +7% | +$105K | 0.21% | 61 |
|
|
2013
Q2 | $1.39M | Buy |
+24,425
| New | +$1.39M | 0.19% | 66 |
|