Oxford Financial Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,495
| Closed | -$202K | – | 305 |
|
|
2024
Q3 | $202K | Buy |
+3,495
| New | +$202K | 0.01% | 238 |
|
|
2023
Q2 | – | Sell |
-3,579
| Closed | -$200K | – | 294 |
|
|
2023
Q1 | $200K | Buy |
3,579
+225
| +7% | +$12.6K | 0.02% | 189 |
|
|
2022
Q4 | $206K | Hold |
3,354
| – | – | 0.02% | 186 |
|
|
2022
Q3 | $232K | Sell |
3,354
-35
| -1% | -$2.42K | 0.03% | 159 |
|
|
2022
Q2 | $270K | Buy |
3,389
+35
| +1% | +$2.79K | 0.04% | 159 |
|
|
2022
Q1 | $285K | Hold |
3,354
| – | – | 0.04% | 163 |
|
|
2021
Q4 | $263K | Hold |
3,354
| – | – | 0.03% | 172 |
|
|
2021
Q3 | $245K | Hold |
3,354
| – | – | 0.03% | 162 |
|
|
2021
Q2 | $247K | Hold |
3,354
| – | – | 0.03% | 159 |
|
|
2021
Q1 | $255K | Hold |
3,354
| – | – | 0.04% | 156 |
|
|
2020
Q4 | $252K | Buy |
+3,354
| New | +$252K | 0.04% | 157 |
|
|
2020
Q2 | – | Sell |
-3,354
| Closed | -$242K | – | 191 |
|
|
2020
Q1 | $242K | Buy |
+3,354
| New | +$242K | 0.05% | 139 |
|