Lloyd Advisory Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,640
| Closed | -$966K | – | 117 |
|
|
2024
Q1 | $966K | Buy |
19,640
+15,278
| +350% | +$752K | 0.21% | 88 |
|
|
2023
Q4 | $205K | Buy |
+4,362
| New | +$205K | 0.1% | 125 |
|
|
2022
Q2 | – | Sell |
-2,685
| Closed | -$228K | – | 177 |
|
|
2022
Q1 | $228K | Buy |
2,685
+446
| +20% | +$37.9K | 0.11% | 79 |
|
|
2021
Q4 | $176K | Buy |
2,239
+57
| +3% | +$4.48K | 0.08% | 99 |
|
|
2021
Q3 | $159K | Buy |
2,182
+683
| +46% | +$49.8K | 0.08% | 99 |
|
|
2021
Q2 | $110K | Buy |
1,499
+71
| +5% | +$5.21K | 0.06% | 111 |
|
|
2021
Q1 | $109K | Sell |
1,428
-74
| -5% | -$5.65K | 0.06% | 98 |
|
|
2020
Q4 | $113K | Sell |
1,502
-118
| -7% | -$8.88K | 0.06% | 77 |
|
|
2020
Q3 | $128K | Sell |
1,620
-1,611
| -50% | -$127K | 0.08% | 68 |
|
|
2020
Q2 | $262K | Sell |
3,231
-263
| -8% | -$21.3K | 0.16% | 42 |
|
|
2020
Q1 | $252K | Sell |
3,494
-575
| -14% | -$41.5K | 0.19% | 39 |
|
|
2019
Q4 | $336K | Buy |
+4,069
| New | +$336K | 0.31% | 49 |
|