Optimum 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 | $434K | Buy |
7,675
+3,975
| +107% | +$225K | 0.19% | 104 |
|
|
2025
Q1 | $207K | Hold |
3,700
| – | – | 0.1% | 169 |
|
|
2024
Q4 | $199K | Buy |
3,700
+3,137
| +557% | +$169K | 0.09% | 172 |
|
|
2024
Q3 | $32.6K | Hold |
563
| – | – | 0.01% | 391 |
|
|
2024
Q2 | $27.6K | Hold |
563
| – | – | 0.01% | 406 |
|
|
2024
Q1 | $27.7K | Sell |
563
-148
| -21% | -$7.29K | 0.01% | 422 |
|
|
2023
Q4 | $33.4K | Sell |
711
-733
| -51% | -$34.5K | 0.02% | 388 |
|
|
2023
Q3 | $64.5K | Buy |
1,444
+2
| +0.1% | +$89 | 0.03% | 334 |
|
|
2023
Q2 | $74.7K | Sell |
1,442
-498
| -26% | -$25.8K | 0.04% | 323 |
|
|
2023
Q1 | $108K | Buy |
1,940
+2
| +0.1% | +$112 | 0.06% | 257 |
|
|
2022
Q4 | $119K | Buy |
1,938
+2
| +0.1% | +$123 | 0.06% | 242 |
|
|
2022
Q3 | $134K | Buy |
1,936
+1
| +0.1% | +$69 | 0.07% | 229 |
|
|
2022
Q2 | $154K | Hold |
1,935
| – | – | 0.08% | 220 |
|
|
2022
Q1 | $164K | Buy |
1,935
+100
| +5% | +$8.48K | 0.07% | 238 |
|
|
2021
Q4 | $144K | Hold |
1,835
| – | – | 0.06% | 285 |
|
|
2021
Q3 | $134K | Sell |
1,835
-400
| -18% | -$29.2K | 0.06% | 290 |
|
|
2021
Q2 | $164K | Sell |
2,235
-315
| -12% | -$23.1K | 0.05% | 296 |
|
|
2021
Q1 | $194K | Sell |
2,550
-150
| -6% | -$11.4K | 0.06% | 268 |
|
|
2020
Q4 | $203K | Hold |
2,700
| – | – | 0.06% | 243 |
|
|
2020
Q3 | $213K | Hold |
2,700
| – | – | 0.07% | 226 |
|
|
2020
Q2 | $219K | Buy |
2,700
+440
| +19% | +$35.7K | 0.08% | 226 |
|
|
2020
Q1 | $163K | Sell |
2,260
-684
| -23% | -$49.3K | 0.07% | 244 |
|
|
2019
Q4 | $244K | Buy |
2,944
+450
| +18% | +$37.3K | 0.07% | 242 |
|
|
2019
Q3 | $202K | Buy |
2,494
+744
| +43% | +$60.3K | 0.06% | 259 |
|
|
2019
Q2 | $135K | Hold |
1,750
| – | – | 0.04% | 325 |
|
|
2019
Q1 | $134K | Buy |
1,750
+850
| +94% | +$65.1K | 0.04% | 333 |
|
|
2018
Q4 | $64K | Hold |
900
| – | – | 0.02% | 421 |
|
|
2018
Q3 | $63K | Hold |
900
| – | – | 0.02% | 491 |
|
|
2018
Q2 | $61K | Buy |
900
+500
| +125% | +$33.9K | 0.02% | 496 |
|
|
2018
Q1 | $27K | Buy |
+400
| New | +$27K | 0.01% | 648 |
|
|
2015
Q1 | $28K | Hold |
400
| – | – | 0.01% | 621 |
|
|
2014
Q4 | $31K | Hold |
400
| – | – | 0.01% | 615 |
|
|
2014
Q3 | $29K | Hold |
400
| – | – | 0.01% | 575 |
|
|
2014
Q2 | $29K | Buy |
+400
| New | +$29K | 0.01% | 590 |
|
|
2014
Q1 | – | Sell |
-202
| Closed | -$13K | – | 751 |
|
|
2013
Q4 | $13K | Buy |
+202
| New | +$13K | ﹤0.01% | 576 |
|