Newbridge Financial Services 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 | $189K | Sell |
3,340
-558
| -14% | -$31.5K | 0.03% | 302 |
|
2025
Q1 | $219K | Sell |
3,898
-2,542
| -39% | -$143K | 0.05% | 182 |
|
2024
Q4 | $347K | Buy |
6,440
+3,128
| +94% | +$168K | 0.09% | 155 |
|
2024
Q3 | $191K | Buy |
3,312
+1,080
| +48% | +$62.4K | 0.07% | 152 |
|
2024
Q2 | $109K | Buy |
2,232
+1,767
| +380% | +$86.6K | 0.04% | 253 |
|
2024
Q1 | $22.9K | Sell |
465
-148
| -24% | -$7.29K | 0.01% | 571 |
|
2023
Q4 | $28.8K | Buy |
613
+94
| +18% | +$4.42K | 0.01% | 516 |
|
2023
Q3 | $23.2K | Buy |
519
+3
| +0.6% | +$134 | 0.01% | 606 |
|
2023
Q2 | $26.7K | Sell |
516
-258
| -33% | -$13.4K | 0.01% | 607 |
|
2023
Q1 | $43.3K | Buy |
774
+5
| +0.7% | +$280 | 0.02% | 498 |
|
2022
Q4 | $47.2K | Buy |
769
+268
| +53% | +$16.4K | 0.03% | 478 |
|
2022
Q3 | $35K | Sell |
501
-10
| -2% | -$699 | 0.02% | 541 |
|
2022
Q2 | $41K | Buy |
511
+1
| +0.2% | +$80 | 0.03% | 447 |
|
2022
Q1 | $43K | Sell |
510
-12
| -2% | -$1.01K | 0.02% | 514 |
|
2021
Q4 | $41K | Sell |
522
-136
| -21% | -$10.7K | 0.02% | 515 |
|
2021
Q3 | $48K | Buy |
658
+375
| +133% | +$27.4K | 0.03% | 421 |
|
2021
Q2 | $21K | Buy |
283
+27
| +11% | +$2K | 0.01% | 760 |
|
2021
Q1 | $19K | Buy |
256
+114
| +80% | +$8.46K | 0.01% | 701 |
|
2020
Q4 | $11K | Hold |
142
| – | – | 0.01% | 687 |
|
2020
Q3 | $11K | Buy |
+142
| New | +$11K | 0.01% | 645 |
|