PDS Planning’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 | $256K | Sell |
4,525
-233
| -5% | -$13.2K | 0.02% | 400 |
|
|
2025
Q1 | $267K | Buy |
+4,758
| New | +$267K | 0.02% | 354 |
|
|
2022
Q3 | – | Sell |
-2,508
| Closed | -$200K | – | 207 |
|
|
2022
Q2 | $200K | Buy |
+2,508
| New | +$200K | 0.04% | 192 |
|
|
2021
Q4 | – | Sell |
-3,224
| Closed | -$235K | – | 221 |
|
|
2021
Q3 | $235K | Buy |
3,224
+339
| +12% | +$24.7K | 0.05% | 160 |
|
|
2021
Q2 | $212K | Sell |
2,885
-879
| -23% | -$64.6K | 0.05% | 170 |
|
|
2021
Q1 | $286K | Buy |
3,764
+613
| +19% | +$46.6K | 0.08% | 115 |
|
|
2020
Q4 | $237K | Buy |
3,151
+149
| +5% | +$11.2K | 0.08% | 127 |
|
|
2020
Q3 | $237K | Buy |
3,002
+277
| +10% | +$21.9K | 0.1% | 114 |
|
|
2020
Q2 | $221K | Sell |
2,725
-433
| -14% | -$35.1K | 0.1% | 109 |
|
|
2020
Q1 | $228K | Sell |
3,158
-137
| -4% | -$9.89K | 0.15% | 84 |
|
|
2019
Q4 | $273K | Hold |
3,295
| – | – | 0.17% | 76 |
|
|
2019
Q3 | $267K | Buy |
3,295
+882
| +37% | +$71.5K | 0.19% | 74 |
|
|
2019
Q2 | $187K | Sell |
2,413
-216
| -8% | -$16.7K | 0.14% | 85 |
|
|
2019
Q1 | $202K | Buy |
2,629
+131
| +5% | +$10.1K | 0.16% | 79 |
|
|
2018
Q4 | $179K | Buy |
+2,498
| New | +$179K | 0.15% | 74 |
|
|
2018
Q3 | – | Sell |
-2,498
| Closed | -$170K | – | 76 |
|
|
2018
Q2 | $170K | Hold |
2,498
| – | – | 0.17% | 67 |
|
|
2018
Q1 | $168K | Sell |
2,498
-87
| -3% | -$5.85K | 0.17% | 66 |
|
|
2017
Q4 | $210K | Buy |
+2,585
| New | +$210K | 0.21% | 64 |
|