NovaPoint Capital’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 | $1.14M | Buy |
20,099
+1,364
| +7% | +$77.1K | 0.35% | 63 |
|
|
2025
Q1 | $1.05M | Buy |
18,735
+635
| +4% | +$35.6K | 0.32% | 69 |
|
|
2024
Q4 | $975K | Buy |
18,100
+2,872
| +19% | +$155K | 0.3% | 67 |
|
|
2024
Q3 | $880K | Buy |
15,228
+5,010
| +49% | +$290K | 0.27% | 74 |
|
|
2024
Q2 | $501K | Buy |
+10,218
| New | +$501K | 0.17% | 89 |
|
|
2024
Q1 | – | Sell |
-43,329
| Closed | -$2.04M | – | 139 |
|
|
2023
Q4 | $2.04M | Sell |
43,329
-2,969
| -6% | -$140K | 0.76% | 50 |
|
|
2023
Q3 | $2.07M | Buy |
46,298
+3,149
| +7% | +$141K | 0.82% | 48 |
|
|
2023
Q2 | $2.23M | Buy |
43,149
+400
| +0.9% | +$20.7K | 0.83% | 46 |
|
|
2023
Q1 | $2.39M | Buy |
42,749
+2,577
| +6% | +$144K | 0.98% | 42 |
|
|
2022
Q4 | $2.46M | Buy |
40,172
+1,838
| +5% | +$113K | 1.08% | 40 |
|
|
2022
Q3 | $2.65M | Sell |
38,334
-369
| -1% | -$25.5K | 1.2% | 33 |
|
|
2022
Q2 | $3.09M | Buy |
38,703
+1,090
| +3% | +$87K | 1.34% | 29 |
|
|
2022
Q1 | $3.2M | Buy |
37,613
+1,616
| +4% | +$137K | 1.16% | 37 |
|
|
2021
Q4 | $2.83M | Buy |
35,997
+4,313
| +14% | +$339K | 1.01% | 42 |
|
|
2021
Q3 | $2.31M | Sell |
31,684
-846
| -3% | -$61.8K | 0.93% | 45 |
|
|
2021
Q2 | $2.39M | Buy |
32,530
+2,118
| +7% | +$156K | 0.99% | 47 |
|
|
2021
Q1 | $2.31M | Buy |
30,412
+354
| +1% | +$26.9K | 1.08% | 44 |
|
|
2020
Q4 | $2.26M | Buy |
30,058
+5,332
| +22% | +$401K | 1.18% | 41 |
|
|
2020
Q3 | $1.95M | Buy |
24,726
+3,975
| +19% | +$314K | 1.27% | 36 |
|
|
2020
Q2 | $1.69M | Buy |
20,751
+442
| +2% | +$35.9K | 1.25% | 30 |
|
|
2020
Q1 | $1.47M | Buy |
20,309
+884
| +5% | +$63.8K | 1.34% | 26 |
|
|
2019
Q4 | $1.61M | Buy |
+19,425
| New | +$1.61M | 1.26% | 38 |
|