Patten Group’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 | $879K | Buy |
15,544
+534
| +4% | +$30.2K | 0.19% | 142 |
|
|
2025
Q1 | $842K | Sell |
15,010
-90
| -0.6% | -$5.05K | 0.19% | 140 |
|
|
2024
Q4 | $813K | Sell |
15,100
-3,735
| -20% | -$201K | 0.18% | 144 |
|
|
2024
Q3 | $1.09M | Buy |
18,835
+2,016
| +12% | +$117K | 0.24% | 118 |
|
|
2024
Q2 | $824K | Buy |
16,819
+13
| +0.1% | +$637 | 0.19% | 133 |
|
|
2024
Q1 | $827K | Sell |
16,806
-3,966
| -19% | -$195K | 0.2% | 133 |
|
|
2023
Q4 | $976K | Sell |
20,772
-431
| -2% | -$20.3K | 0.27% | 109 |
|
|
2023
Q3 | $947K | Sell |
21,203
-420
| -2% | -$18.8K | 0.28% | 107 |
|
|
2023
Q2 | $1.12M | Sell |
21,623
-728
| -3% | -$37.7K | 0.17% | 94 |
|
|
2023
Q1 | $1.25M | Buy |
22,351
+5,317
| +31% | +$297K | 0.38% | 82 |
|
|
2022
Q4 | $1.04M | Sell |
17,034
-8,691
| -34% | -$533K | 0.33% | 94 |
|
|
2022
Q3 | $1.66M | Buy |
25,725
+536
| +2% | +$34.5K | 0.57% | 48 |
|
|
2022
Q2 | $2.01M | Buy |
25,189
+16
| +0.1% | +$1.28K | 0.64% | 40 |
|
|
2022
Q1 | $2.14M | Sell |
25,173
-172
| -0.7% | -$14.6K | 0.6% | 40 |
|
|
2021
Q4 | $1.99M | Buy |
25,345
+4,067
| +19% | +$319K | 0.53% | 54 |
|
|
2021
Q3 | $1.55M | Buy |
21,278
+729
| +4% | +$53.2K | 0.46% | 62 |
|
|
2021
Q2 | $1.51M | Buy |
20,549
+2,168
| +12% | +$160K | 0.44% | 63 |
|
|
2021
Q1 | $1.4M | Buy |
18,381
+243
| +1% | +$18.5K | 0.45% | 71 |
|
|
2020
Q4 | $1.36M | Buy |
18,138
+2,230
| +14% | +$168K | 0.37% | 67 |
|
|
2020
Q3 | $1.26M | Buy |
15,908
+1,844
| +13% | +$146K | 0.49% | 63 |
|
|
2020
Q2 | $1.14M | Sell |
14,064
-112
| -0.8% | -$9.09K | 0.49% | 62 |
|
|
2020
Q1 | $1.02M | Sell |
14,176
-1,100
| -7% | -$79.4K | 0.53% | 56 |
|
|
2019
Q4 | $1.27M | Buy |
15,276
+160
| +1% | +$13.3K | 0.47% | 64 |
|
|
2019
Q3 | $1.23M | Buy |
15,116
+236
| +2% | +$19.1K | 0.5% | 60 |
|
|
2019
Q2 | $1.15M | Sell |
14,880
-322
| -2% | -$24.9K | 0.47% | 66 |
|
|
2019
Q1 | $1.17M | Buy |
15,202
+800
| +6% | +$61.3K | 0.5% | 65 |
|
|
2018
Q4 | $1.03M | Sell |
14,402
-805
| -5% | -$57.5K | 0.49% | 64 |
|
|
2018
Q3 | $1.07M | Buy |
15,207
+154
| +1% | +$10.8K | 0.41% | 75 |
|
|
2018
Q2 | $1.03M | Buy |
15,053
+316
| +2% | +$21.5K | 0.41% | 74 |
|
|
2018
Q1 | $994K | Buy |
14,737
+5,405
| +58% | +$365K | 0.41% | 71 |
|
|
2017
Q4 | $756K | Buy |
9,332
+89
| +1% | +$7.21K | 0.3% | 93 |
|
|
2017
Q3 | $711K | Buy |
9,243
+3
| +0% | +$231 | 0.29% | 96 |
|
|
2017
Q2 | $721K | Sell |
9,240
-271
| -3% | -$21.1K | 0.29% | 94 |
|
|
2017
Q1 | $738K | Sell |
9,511
-69
| -0.7% | -$5.35K | 0.32% | 85 |
|
|
2016
Q4 | $723K | Sell |
9,580
-85
| -0.9% | -$6.42K | 0.32% | 81 |
|
|
2016
Q3 | $707K | Sell |
9,665
-250
| -3% | -$18.3K | 0.33% | 78 |
|
|
2016
Q2 | $773K | Hold |
9,915
| – | – | 0.36% | 73 |
|
|
2016
Q1 | $745K | Buy |
9,915
+1,140
| +13% | +$85.6K | 0.35% | 76 |
|
|
2015
Q4 | $594K | Buy |
8,775
+75
| +0.9% | +$5.07K | 0.29% | 86 |
|
|
2015
Q3 | $612K | Buy |
8,700
+251
| +3% | +$17.7K | 0.32% | 79 |
|
|
2015
Q2 | $565K | Sell |
8,449
-1,545
| -15% | -$103K | 0.27% | 91 |
|
|
2015
Q1 | $708K | Sell |
9,994
-1,300
| -12% | -$92.1K | 0.36% | 79 |
|
|
2014
Q4 | $868K | Buy |
+11,294
| New | +$868K | 0.42% | 64 |
|