Monetary Management 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 | $27.1K | Hold |
479
| – | – | 0.01% | 289 |
|
|
2025
Q1 | $26.9K | Hold |
479
| – | – | 0.01% | 286 |
|
|
2024
Q4 | $25.8K | Hold |
479
| – | – | 0.01% | 291 |
|
|
2024
Q3 | $27.7K | Buy |
479
+79
| +20% | +$4.57K | 0.01% | 287 |
|
|
2024
Q2 | $19.6K | Hold |
400
| – | – | 0.01% | 298 |
|
|
2024
Q1 | $19.7K | Hold |
400
| – | – | 0.01% | 299 |
|
|
2023
Q4 | $18.8K | Hold |
400
| – | – | 0.01% | 296 |
|
|
2023
Q3 | $17.9K | Sell |
400
-1,050
| -72% | -$46.9K | 0.01% | 297 |
|
|
2023
Q2 | $75.1K | Hold |
1,450
| – | – | 0.02% | 235 |
|
|
2023
Q1 | $81.1K | Hold |
1,450
| – | – | 0.02% | 229 |
|
|
2022
Q4 | $88.9K | Hold |
1,450
| – | – | 0.03% | 226 |
|
|
2022
Q3 | $100K | Hold |
1,450
| – | – | 0.03% | 212 |
|
|
2022
Q2 | $116K | Hold |
1,450
| – | – | 0.04% | 204 |
|
|
2022
Q1 | $123K | Hold |
1,450
| – | – | 0.03% | 207 |
|
|
2021
Q4 | $114K | Hold |
1,450
| – | – | 0.03% | 214 |
|
|
2021
Q3 | $106K | Hold |
1,450
| – | – | 0.03% | 220 |
|
|
2021
Q2 | $107K | Buy |
1,450
+100
| +7% | +$7.38K | 0.03% | 209 |
|
|
2021
Q1 | $103K | Buy |
1,350
+250
| +23% | +$19.1K | 0.03% | 205 |
|
|
2020
Q4 | $83K | Hold |
1,100
| – | – | 0.03% | 208 |
|
|
2020
Q3 | $87K | Hold |
1,100
| – | – | 0.03% | 193 |
|
|
2020
Q2 | $89K | Hold |
1,100
| – | – | 0.03% | 188 |
|
|
2020
Q1 | $79K | Sell |
1,100
-600
| -35% | -$43.1K | 0.04% | 180 |
|
|
2019
Q4 | $141K | Sell |
1,700
-600
| -26% | -$49.8K | 0.05% | 178 |
|
|
2019
Q3 | $186K | Hold |
2,300
| – | – | 0.07% | 165 |
|
|
2019
Q2 | $178K | Hold |
2,300
| – | – | 0.07% | 166 |
|
|
2019
Q1 | $176K | Sell |
2,300
-100
| -4% | -$7.65K | 0.07% | 167 |
|
|
2018
Q4 | $172K | Hold |
2,400
| – | – | 0.08% | 153 |
|
|
2018
Q3 | $169K | Sell |
2,400
-100
| -4% | -$7.04K | 0.06% | 160 |
|
|
2018
Q2 | $170K | Hold |
2,500
| – | – | 0.07% | 161 |
|
|
2018
Q1 | $169K | Hold |
2,500
| – | – | 0.07% | 156 |
|
|
2017
Q4 | $203K | Hold |
2,500
| – | – | 0.08% | 150 |
|
|
2017
Q3 | $192K | Hold |
2,500
| – | – | 0.08% | 153 |
|
|
2017
Q2 | $192K | Buy |
2,500
+200
| +9% | +$15.4K | 0.08% | 157 |
|
|
2017
Q1 | $178K | Sell |
2,300
-200
| -8% | -$15.5K | 0.08% | 155 |
|
|
2016
Q4 | $191K | Hold |
2,500
| – | – | 0.09% | 143 |
|
|
2016
Q3 | $186K | Hold |
2,500
| – | – | 0.09% | 147 |
|
|
2016
Q2 | $195K | Hold |
2,500
| – | – | 0.09% | 141 |
|
|
2016
Q1 | $188K | Hold |
2,500
| – | – | 0.09% | 140 |
|
|
2015
Q4 | $169K | Hold |
2,500
| – | – | 0.08% | 148 |
|
|
2015
Q3 | $176K | Hold |
2,500
| – | – | 0.09% | 147 |
|
|
2015
Q2 | $167K | Sell |
2,500
-482
| -16% | -$32.2K | 0.08% | 166 |
|
|
2015
Q1 | $211K | Hold |
2,982
| – | – | 0.09% | 153 |
|
|
2014
Q4 | $229K | Sell |
2,982
-218
| -7% | -$16.7K | 0.1% | 146 |
|
|
2014
Q3 | $221K | Hold |
3,200
| – | – | 0.1% | 153 |
|
|
2014
Q2 | $229K | Buy |
3,200
+1,200
| +60% | +$85.9K | 0.11% | 144 |
|
|
2014
Q1 | $142K | Hold |
2,000
| – | – | 0.07% | 169 |
|
|
2013
Q4 | $129K | Hold |
2,000
| – | – | 0.06% | 181 |
|
|
2013
Q3 | $125K | Sell |
2,000
-1,000
| -33% | -$62.5K | 0.07% | 180 |
|
|
2013
Q2 | $170K | Buy |
+3,000
| New | +$170K | 0.09% | 165 |
|