LPL Financial’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 | $58.3M | Buy |
1,031,118
+81,593
| +9% | +$4.61M | 0.02% | 689 |
|
|
2025
Q1 | $53.2M | Buy |
949,525
+158,233
| +20% | +$8.87M | 0.02% | 662 |
|
|
2024
Q4 | $42.6M | Sell |
791,292
-276,732
| -26% | -$14.9M | 0.02% | 730 |
|
|
2024
Q3 | $61.7M | Sell |
1,068,024
-275,643
| -21% | -$15.9M | 0.03% | 541 |
|
|
2024
Q2 | $65.8M | Buy |
1,343,667
+23,437
| +2% | +$1.15M | 0.03% | 477 |
|
|
2024
Q1 | $64.9M | Buy |
1,320,230
+94,332
| +8% | +$4.64M | 0.03% | 459 |
|
|
2023
Q4 | $57.6M | Sell |
1,225,898
-103,265
| -8% | -$4.85M | 0.03% | 451 |
|
|
2023
Q3 | $59.4M | Buy |
1,329,163
+40,455
| +3% | +$1.81M | 0.04% | 404 |
|
|
2023
Q2 | $66.7M | Buy |
1,288,708
+114,070
| +10% | +$5.91M | 0.05% | 342 |
|
|
2023
Q1 | $65.7M | Buy |
1,174,638
+122,487
| +12% | +$6.85M | 0.05% | 339 |
|
|
2022
Q4 | $64.5M | Buy |
1,052,151
+91,786
| +10% | +$5.63M | 0.06% | 319 |
|
|
2022
Q3 | $66.4M | Buy |
960,365
+107,554
| +13% | +$7.43M | 0.06% | 283 |
|
|
2022
Q2 | $68.1M | Buy |
852,811
+113,630
| +15% | +$9.07M | 0.06% | 276 |
|
|
2022
Q1 | $62.8M | Buy |
739,181
+95,988
| +15% | +$8.16M | 0.05% | 316 |
|
|
2021
Q4 | $50.5M | Buy |
643,193
+63,045
| +11% | +$4.95M | 0.04% | 366 |
|
|
2021
Q3 | $42.4M | Buy |
580,148
+93,392
| +19% | +$6.82M | 0.04% | 377 |
|
|
2021
Q2 | $35.8M | Buy |
486,756
+2,180
| +0.4% | +$160K | 0.04% | 399 |
|
|
2021
Q1 | $36.8M | Buy |
484,576
+13,098
| +3% | +$995K | 0.04% | 361 |
|
|
2020
Q4 | $35.5M | Buy |
471,478
+707
| +0.2% | +$53.2K | 0.05% | 323 |
|
|
2020
Q3 | $37.2M | Sell |
470,771
-149,664
| -24% | -$11.8M | 0.06% | 280 |
|
|
2020
Q2 | $50.4M | Buy |
620,435
+39,602
| +7% | +$3.21M | 0.09% | 210 |
|
|
2020
Q1 | $41.9M | Buy |
580,833
+48,782
| +9% | +$3.52M | 0.09% | 196 |
|
|
2019
Q4 | $44.1M | Buy |
532,051
+56,762
| +12% | +$4.7M | 0.08% | 212 |
|
|
2019
Q3 | $38.5M | Buy |
475,289
+6,900
| +1% | +$559K | 0.08% | 216 |
|
|
2019
Q2 | $36.2M | Buy |
468,389
+29,931
| +7% | +$2.31M | 0.08% | 222 |
|
|
2019
Q1 | $33.6M | Buy |
438,458
+48,157
| +12% | +$3.69M | 0.08% | 228 |
|
|
2018
Q4 | $27.9M | Buy |
390,301
+18,408
| +5% | +$1.32M | 0.07% | 227 |
|
|
2018
Q3 | $26.1M | Buy |
371,893
+23
| +0% | +$1.62K | 0.06% | 252 |
|
|
2018
Q2 | $25.4M | Buy |
371,870
+16,298
| +5% | +$1.11M | 0.07% | 235 |
|
|
2018
Q1 | $24M | Buy |
355,572
+172,751
| +94% | +$11.6M | 0.07% | 236 |
|
|
2017
Q4 | $14.8M | Buy |
182,821
+5,640
| +3% | +$457K | 0.05% | 316 |
|
|
2017
Q3 | $13.6M | Buy |
177,181
+1,037
| +0.6% | +$79.8K | 0.05% | 301 |
|
|
2017
Q2 | $13.5M | Buy |
176,144
+162,622
| +1,203% | +$12.5M | 0.05% | 301 |
|
|
2017
Q1 | $1.05M | Buy |
13,522
+5,194
| +62% | +$403K | 0.01% | 1233 |
|
|
2016
Q4 | $639K | Sell |
8,328
-55
| -0.7% | -$4.22K | ﹤0.01% | 1527 |
|
|
2016
Q3 | $622K | Sell |
8,383
-400
| -5% | -$29.7K | 0.01% | 1528 |
|
|
2016
Q2 | $685K | Sell |
8,783
-316,839
| -97% | -$24.7M | 0.01% | 1428 |
|
|
2016
Q1 | $23.8M | Buy |
325,622
+21,177
| +7% | +$1.55M | 0.07% | 242 |
|
|
2015
Q4 | $20.7M | Buy |
304,445
+139,469
| +85% | +$9.49M | 0.06% | 273 |
|
|
2015
Q3 | $11.6M | Buy |
164,976
+4,128
| +3% | +$290K | 0.06% | 258 |
|
|
2015
Q2 | $10.9M | Sell |
160,848
-28,542
| -15% | -$1.94M | 0.06% | 299 |
|
|
2015
Q1 | $13.5M | Sell |
189,390
-9,594
| -5% | -$686K | 0.07% | 255 |
|
|
2014
Q4 | $15.3M | Buy |
198,984
+9,808
| +5% | +$754K | 0.08% | 221 |
|
|
2014
Q3 | $13.1M | Sell |
189,176
-2,576
| -1% | -$178K | 0.08% | 232 |
|
|
2014
Q2 | $13.7M | Sell |
191,752
-14,648
| -7% | -$1.05M | 0.08% | 224 |
|
|
2014
Q1 | $14.7M | Sell |
206,400
-11,563
| -5% | -$821K | 0.09% | 207 |
|
|
2013
Q4 | $14.1M | Buy |
217,963
+28,533
| +15% | +$1.85M | 0.09% | 208 |
|
|
2013
Q3 | $11.9M | Sell |
189,430
-10,904
| -5% | -$683K | 0.08% | 226 |
|
|
2013
Q2 | $11.4M | Buy |
+200,334
| New | +$11.4M | 0.08% | 216 |
|