Marcum 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
Q1 | $403K | Sell |
7,187
-3
| -0% | -$168 | 0.03% | 224 |
|
|
2024
Q4 | $387K | Sell |
7,190
-273
| -4% | -$14.7K | 0.03% | 232 |
|
|
2024
Q3 | $431K | Sell |
7,463
-526
| -7% | -$30.4K | 0.04% | 224 |
|
|
2024
Q2 | $391K | Sell |
7,989
-288
| -3% | -$14.1K | 0.04% | 231 |
|
|
2024
Q1 | $407K | Buy |
8,277
+2,612
| +46% | +$128K | 0.04% | 223 |
|
|
2023
Q4 | $266K | Sell |
5,665
-3,160
| -36% | -$149K | 0.03% | 276 |
|
|
2023
Q3 | $394K | Buy |
8,825
+158
| +2% | +$7.06K | 0.05% | 202 |
|
|
2023
Q2 | $449K | Sell |
8,667
-161
| -2% | -$8.34K | 0.05% | 189 |
|
|
2023
Q1 | $494K | Buy |
8,828
+1,184
| +15% | +$66.2K | 0.06% | 174 |
|
|
2022
Q4 | $469K | Sell |
7,644
-4,341
| -36% | -$266K | 0.06% | 179 |
|
|
2022
Q3 | $828K | Buy |
11,985
+516
| +4% | +$35.6K | 0.13% | 97 |
|
|
2022
Q2 | $915K | Buy |
11,469
+427
| +4% | +$34.1K | 0.14% | 95 |
|
|
2022
Q1 | $938K | Buy |
11,042
+2,783
| +34% | +$236K | 0.13% | 102 |
|
|
2021
Q4 | $649K | Buy |
8,259
+1,354
| +20% | +$106K | 0.09% | 145 |
|
|
2021
Q3 | $504K | Buy |
6,905
+844
| +14% | +$61.6K | 0.08% | 154 |
|
|
2021
Q2 | $446K | Buy |
6,061
+189
| +3% | +$13.9K | 0.07% | 164 |
|
|
2021
Q1 | $446K | Buy |
5,872
+1,561
| +36% | +$119K | 0.07% | 160 |
|
|
2020
Q4 | $324K | Buy |
4,311
+62
| +1% | +$4.66K | 0.08% | 98 |
|
|
2020
Q3 | $335K | Sell |
4,249
-610
| -13% | -$48.1K | 0.1% | 73 |
|
|
2020
Q2 | $394K | Buy |
4,859
+1,005
| +26% | +$81.5K | 0.12% | 67 |
|
|
2020
Q1 | $278K | Sell |
3,854
-973
| -20% | -$70.2K | 0.11% | 68 |
|
|
2019
Q4 | $400K | Buy |
+4,827
| New | +$400K | 0.15% | 61 |
|