Parallel 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 | $528K | Sell |
9,333
-685
| -7% | -$38.7K | 0.01% | 608 |
|
|
2025
Q1 | $562K | Buy |
10,018
+185
| +2% | +$10.4K | 0.01% | 542 |
|
|
2024
Q4 | $530K | Buy |
9,833
+664
| +7% | +$35.8K | 0.01% | 562 |
|
|
2024
Q3 | $530K | Buy |
9,169
+1,470
| +19% | +$85K | 0.01% | 546 |
|
|
2024
Q2 | $377K | Buy |
7,699
+172
| +2% | +$8.43K | 0.01% | 622 |
|
|
2024
Q1 | $370K | Buy |
7,527
+720
| +11% | +$35.4K | 0.01% | 630 |
|
|
2023
Q4 | $320K | Buy |
6,807
+1,194
| +21% | +$56.1K | 0.01% | 628 |
|
|
2023
Q3 | $251K | Buy |
5,613
+863
| +18% | +$38.6K | 0.01% | 690 |
|
|
2023
Q2 | $246K | Sell |
4,750
-542
| -10% | -$28.1K | 0.01% | 701 |
|
|
2023
Q1 | $296K | Buy |
5,292
+674
| +15% | +$37.7K | 0.01% | 615 |
|
|
2022
Q4 | $283K | Sell |
4,618
-1,255
| -21% | -$77K | 0.01% | 572 |
|
|
2022
Q3 | $406K | Buy |
5,873
+679
| +13% | +$46.9K | 0.02% | 446 |
|
|
2022
Q2 | $415K | Sell |
5,194
-171
| -3% | -$13.7K | 0.02% | 455 |
|
|
2022
Q1 | $458K | Buy |
5,365
+1,015
| +23% | +$86.6K | 0.02% | 453 |
|
|
2021
Q4 | $342K | Sell |
4,350
-536
| -11% | -$42.1K | 0.01% | 560 |
|
|
2021
Q3 | $357K | Buy |
4,886
+785
| +19% | +$57.4K | 0.01% | 506 |
|
|
2021
Q2 | $302K | Buy |
4,101
+539
| +15% | +$39.7K | 0.01% | 529 |
|
|
2021
Q1 | $271K | Sell |
3,562
-593
| -14% | -$45.1K | 0.01% | 533 |
|
|
2020
Q4 | $312K | Sell |
4,155
-844
| -17% | -$63.4K | 0.02% | 446 |
|
|
2020
Q3 | $395K | Sell |
4,999
-333
| -6% | -$26.3K | 0.02% | 358 |
|
|
2020
Q2 | $432K | Sell |
5,332
-355
| -6% | -$28.8K | 0.03% | 324 |
|
|
2020
Q1 | $410K | Sell |
5,687
-508
| -8% | -$36.6K | 0.03% | 286 |
|
|
2019
Q4 | $513K | Buy |
6,195
+177
| +3% | +$14.7K | 0.04% | 282 |
|
|
2019
Q3 | $488K | Buy |
6,018
+1,094
| +22% | +$88.7K | 0.04% | 269 |
|
|
2019
Q2 | $381K | Sell |
4,924
-228
| -4% | -$17.6K | 0.04% | 290 |
|
|
2019
Q1 | $395K | Buy |
5,152
+852
| +20% | +$65.3K | 0.04% | 256 |
|
|
2018
Q4 | $307K | Buy |
4,300
+368
| +9% | +$26.3K | 0.04% | 269 |
|
|
2018
Q3 | $276K | Buy |
3,932
+457
| +13% | +$32.1K | 0.03% | 313 |
|
|
2018
Q2 | $236K | Sell |
3,475
-794
| -19% | -$53.9K | 0.03% | 309 |
|
|
2018
Q1 | $288K | Sell |
4,269
-503
| -11% | -$33.9K | 0.05% | 256 |
|
|
2017
Q4 | $387K | Sell |
4,772
-78
| -2% | -$6.33K | 0.06% | 200 |
|
|
2017
Q3 | $397K | Buy |
4,850
+118
| +2% | +$9.66K | 0.07% | 191 |
|
|
2017
Q2 | $365K | Buy |
4,732
+1,295
| +38% | +$99.9K | 0.07% | 211 |
|
|
2017
Q1 | $263K | Buy |
3,437
+167
| +5% | +$12.8K | 0.05% | 249 |
|
|
2016
Q4 | $250K | Buy |
+3,270
| New | +$250K | 0.06% | 224 |
|