OneDigital Investment 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 | $1.52M | Buy |
26,960
+2,505
| +10% | +$142K | 0.02% | 513 |
|
|
2025
Q1 | $1.37M | Buy |
24,455
+995
| +4% | +$55.8K | 0.02% | 514 |
|
|
2024
Q4 | $1.26M | Buy |
23,460
+1,932
| +9% | +$104K | 0.01% | 558 |
|
|
2024
Q3 | $1.24M | Sell |
21,528
-3,275
| -13% | -$189K | 0.01% | 581 |
|
|
2024
Q2 | $1.22M | Buy |
24,803
+14,636
| +144% | +$717K | 0.02% | 555 |
|
|
2024
Q1 | $500K | Buy |
10,167
+545
| +6% | +$26.8K | 0.01% | 740 |
|
|
2023
Q4 | $452K | Buy |
9,622
+4,239
| +79% | +$199K | 0.01% | 756 |
|
|
2023
Q3 | $240K | Buy |
5,383
+492
| +10% | +$22K | 0.01% | 884 |
|
|
2023
Q2 | $253K | Sell |
4,891
-897
| -15% | -$46.5K | 0.01% | 878 |
|
|
2023
Q1 | $324K | Buy |
5,788
+225
| +4% | +$12.6K | 0.01% | 758 |
|
|
2022
Q4 | $341K | Buy |
5,563
+515
| +10% | +$31.6K | 0.01% | 623 |
|
|
2022
Q3 | $349K | Buy |
5,048
+565
| +13% | +$39.1K | 0.01% | 558 |
|
|
2022
Q2 | $358K | Buy |
4,483
+320
| +8% | +$25.6K | 0.02% | 514 |
|
|
2022
Q1 | $354K | Buy |
4,163
+657
| +19% | +$55.9K | 0.01% | 544 |
|
|
2021
Q4 | $275K | Sell |
3,506
-42
| -1% | -$3.29K | 0.01% | 608 |
|
|
2021
Q3 | $259K | Buy |
3,548
+181
| +5% | +$13.2K | 0.01% | 605 |
|
|
2021
Q2 | $248K | Sell |
3,367
-749
| -18% | -$55.2K | 0.01% | 603 |
|
|
2021
Q1 | $313K | Buy |
4,116
+338
| +9% | +$25.7K | 0.01% | 496 |
|
|
2020
Q4 | $284K | Buy |
3,778
+694
| +23% | +$52.2K | 0.01% | 497 |
|
|
2020
Q3 | $243K | Buy |
+3,084
| New | +$243K | 0.02% | 489 |
|
|
2019
Q3 | – | Sell |
-962
| Closed | -$74K | – | 647 |
|
|
2019
Q2 | $74K | Sell |
962
-183
| -16% | -$14.1K | 0.01% | 503 |
|
|
2019
Q1 | $88K | Buy |
1,145
+183
| +19% | +$14.1K | 0.01% | 393 |
|
|
2018
Q4 | $69K | Sell |
962
-309
| -24% | -$22.2K | 0.01% | 397 |
|
|
2018
Q3 | $89K | Hold |
1,271
| – | – | 0.02% | 291 |
|
|
2018
Q2 | $87K | Sell |
1,271
-16
| -1% | -$1.1K | 0.02% | 362 |
|
|
2018
Q1 | $87K | Sell |
1,287
-4,758
| -79% | -$322K | 0.02% | 377 |
|
|
2017
Q4 | $490K | Buy |
6,045
+216
| +4% | +$17.5K | 0.06% | 126 |
|
|
2017
Q3 | $448K | Buy |
5,829
+784
| +16% | +$60.3K | 0.16% | 82 |
|
|
2017
Q2 | $387K | Buy |
+5,045
| New | +$387K | 0.12% | 135 |
|