Meridian Financial Partners’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 | $799K | Hold |
14,134
| – | – | 0.38% | 56 |
|
|
2025
Q1 | $792K | Buy |
14,134
+164
| +1% | +$9.19K | 0.4% | 54 |
|
|
2024
Q4 | $752K | Buy |
13,970
+219
| +2% | +$11.8K | 0.4% | 52 |
|
|
2024
Q3 | $795K | Sell |
13,751
-66
| -0.5% | -$3.82K | 0.4% | 57 |
|
|
2024
Q2 | $713K | Sell |
13,817
-103
| -0.7% | -$5.32K | 0.42% | 52 |
|
|
2024
Q1 | $652K | Buy |
13,920
+71
| +0.5% | +$3.33K | 0.84% | 28 |
|
|
2023
Q4 | $630K | Hold |
13,849
| – | – | 0.65% | 34 |
|
|
2023
Q3 | $563K | Sell |
13,849
-269
| -2% | -$10.9K | 0.58% | 37 |
|
|
2023
Q2 | $750K | Buy |
14,118
+196
| +1% | +$10.4K | 0.45% | 51 |
|
|
2023
Q1 | $799K | Buy |
13,922
+132
| +1% | +$7.58K | 0.91% | 25 |
|
|
2022
Q4 | $855K | Buy |
13,790
+235
| +2% | +$14.6K | 0.96% | 25 |
|
|
2022
Q3 | $872K | Sell |
13,555
-509
| -4% | -$32.7K | 1.24% | 21 |
|
|
2022
Q2 | $1.11M | Buy |
14,064
+583
| +4% | +$46.2K | 0.76% | 34 |
|
|
2022
Q1 | $1.15M | Sell |
13,481
-969
| -7% | -$82.3K | 1.71% | 18 |
|
|
2021
Q4 | $1.14M | Sell |
14,450
-1,413
| -9% | -$112K | 0.77% | 32 |
|
|
2021
Q3 | $1.16M | Hold |
15,863
| – | – | 0.78% | 27 |
|
|
2021
Q2 | $1.2M | Buy |
15,863
+3,977
| +33% | +$301K | 0.82% | 26 |
|
|
2021
Q1 | $952K | Buy |
11,886
+20
| +0.2% | +$1.6K | 0.72% | 31 |
|
|
2020
Q4 | $849K | Hold |
11,866
| – | – | 0.66% | 31 |
|
|
2020
Q3 | $970K | Buy |
11,866
+151
| +1% | +$12.3K | 0.82% | 24 |
|
|
2020
Q2 | $866K | Buy |
11,715
+4,235
| +57% | +$313K | 0.78% | 23 |
|
|
2020
Q1 | $610K | Buy |
7,480
+42
| +0.6% | +$3.43K | 0.66% | 24 |
|
|
2019
Q4 | $608K | Buy |
7,438
+126
| +2% | +$10.3K | 0.61% | 30 |
|
|
2019
Q3 | $585K | Buy |
7,312
+1,412
| +24% | +$113K | 0.66% | 27 |
|
|
2019
Q2 | $460K | Hold |
5,900
| – | – | 0.51% | 36 |
|
|
2019
Q1 | $444K | Hold |
5,900
| – | – | 0.5% | 36 |
|
|
2018
Q4 | $422K | Buy |
+5,900
| New | +$422K | 0.57% | 32 |
|