Merit Financial Group’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 | $1.13M | Buy |
19,969
+4,540
| +29% | +$257K | 0.01% | 735 |
|
|
2025
Q1 | $865K | Buy |
15,429
+3,213
| +26% | +$180K | 0.01% | 706 |
|
|
2024
Q4 | $658K | Buy |
12,216
+2,175
| +22% | +$117K | 0.01% | 625 |
|
|
2024
Q3 | $580K | Buy |
10,041
+2,401
| +31% | +$139K | 0.01% | 529 |
|
|
2024
Q2 | $374K | Sell |
7,640
-1,610
| -17% | -$78.9K | 0.01% | 650 |
|
|
2024
Q1 | $475K | Sell |
9,250
-4,217
| -31% | -$217K | 0.01% | 574 |
|
|
2023
Q4 | $633K | Buy |
13,467
+1,146
| +9% | +$53.9K | 0.02% | 432 |
|
|
2023
Q3 | $550K | Sell |
12,321
-880
| -7% | -$39.3K | 0.02% | 435 |
|
|
2023
Q2 | $684K | Buy |
13,201
+4,536
| +52% | +$235K | 0.02% | 396 |
|
|
2023
Q1 | $484K | Sell |
8,665
-393
| -4% | -$22K | 0.02% | 402 |
|
|
2022
Q4 | $555K | Buy |
9,058
+4,622
| +104% | +$283K | 0.02% | 394 |
|
|
2022
Q3 | $307K | Sell |
4,436
-4,166
| -48% | -$288K | 0.01% | 429 |
|
|
2022
Q2 | $687K | Buy |
8,602
+3,672
| +74% | +$293K | 0.02% | 299 |
|
|
2022
Q1 | $419K | Buy |
+4,930
| New | +$419K | 0.03% | 258 |
|