Mutual Advisors’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 | $503K | Buy |
8,558
+315
| +4% | +$18.5K | 0.01% | 773 |
|
|
2025
Q1 | $436K | Sell |
8,243
-2,680
| -25% | -$142K | 0.01% | 771 |
|
|
2024
Q4 | $601K | Buy |
10,923
+3,330
| +44% | +$183K | 0.02% | 642 |
|
|
2024
Q3 | $461K | Sell |
7,593
-933
| -11% | -$56.7K | 0.01% | 743 |
|
|
2024
Q2 | $451K | Sell |
8,526
-27,492
| -76% | -$1.45M | 0.01% | 745 |
|
|
2024
Q1 | $1.77M | Sell |
36,018
-1,741
| -5% | -$85.6K | 0.06% | 301 |
|
|
2023
Q4 | $1.77M | Sell |
37,759
-4,299
| -10% | -$202K | 0.06% | 301 |
|
|
2023
Q3 | $1.88M | Buy |
42,058
+18,251
| +77% | +$815K | 0.07% | 263 |
|
|
2023
Q2 | $1.23M | Buy |
23,807
+10,044
| +73% | +$520K | 0.05% | 376 |
|
|
2023
Q1 | $769K | Sell |
13,763
-11,561
| -46% | -$646K | 0.03% | 499 |
|
|
2022
Q4 | $1.55M | Buy |
25,324
+16,343
| +182% | +$1M | 0.07% | 291 |
|
|
2022
Q3 | $621K | Buy |
8,981
+628
| +8% | +$43.4K | 0.03% | 501 |
|
|
2022
Q2 | $667K | Sell |
8,353
-295
| -3% | -$23.6K | 0.04% | 451 |
|
|
2022
Q1 | $735K | Buy |
8,648
+99
| +1% | +$8.41K | 0.04% | 464 |
|
|
2021
Q4 | $672K | Sell |
8,549
-347
| -4% | -$27.3K | 0.04% | 495 |
|
|
2021
Q3 | $650K | Sell |
8,896
-1,001
| -10% | -$73.1K | 0.04% | 474 |
|
|
2021
Q2 | $728K | Sell |
9,897
-626
| -6% | -$46K | 0.04% | 436 |
|
|
2021
Q1 | $799K | Buy |
10,523
+3,084
| +41% | +$234K | 0.05% | 377 |
|
|
2020
Q4 | $559K | Sell |
7,439
-818
| -10% | -$61.5K | 0.04% | 438 |
|
|
2020
Q3 | $652K | Sell |
8,257
-2,074
| -20% | -$164K | 0.06% | 358 |
|
|
2020
Q2 | $839K | Buy |
10,331
+701
| +7% | +$56.9K | 0.08% | 254 |
|
|
2020
Q1 | $695K | Buy |
9,630
+3,744
| +64% | +$270K | 0.09% | 227 |
|
|
2019
Q4 | $487K | Buy |
5,886
+3,206
| +120% | +$265K | 0.05% | 346 |
|
|
2019
Q3 | $217K | Buy |
+2,680
| New | +$217K | 0.03% | 490 |
|