Money Concepts Capital’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-31,199
| Closed | -$1.53M | – | 400 |
|
|
2024
Q2 | $1.53M | Sell |
31,199
-1,396
| -4% | -$68.4K | 0.13% | 164 |
|
|
2024
Q1 | $1.6M | Buy |
32,595
+539
| +2% | +$26.5K | 0.15% | 172 |
|
|
2023
Q4 | $1.51M | Buy |
32,056
+1,728
| +6% | +$81.2K | 0.14% | 168 |
|
|
2023
Q3 | $1.35M | Buy |
30,328
+145
| +0.5% | +$6.48K | 0.14% | 167 |
|
|
2023
Q2 | $1.56M | Sell |
30,183
-13,613
| -31% | -$705K | 0.16% | 153 |
|
|
2023
Q1 | $2.45M | Sell |
43,796
-5,193
| -11% | -$291K | 0.14% | 135 |
|
|
2022
Q4 | $3M | Buy |
48,989
+4,020
| +9% | +$247K | 0.13% | 142 |
|
|
2022
Q3 | $3.11M | Buy |
44,969
+12,334
| +38% | +$852K | 0.18% | 105 |
|
|
2022
Q2 | $2.65M | Sell |
32,635
-3,609
| -10% | -$293K | 0.24% | 95 |
|
|
2022
Q1 | $3.08M | Buy |
36,244
+4,033
| +13% | +$343K | 0.17% | 130 |
|
|
2021
Q4 | $2.53M | Buy |
+32,211
| New | +$2.53M | 0.21% | 113 |
|
|
2021
Q1 | $1.11M | Sell |
14,632
-404
| -3% | -$30.7K | 0.09% | 206 |
|
|
2020
Q4 | $1.13M | Buy |
+15,036
| New | +$1.13M | 0.1% | 169 |
|