Perigon Wealth Management’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 | $457K | Buy |
8,079
+1,917
| +31% | +$108K | 0.01% | 694 |
|
|
2025
Q1 | $346K | Sell |
6,162
-14
| -0.2% | -$785 | 0.01% | 756 |
|
|
2024
Q4 | $340K | Buy |
6,176
+2,296
| +59% | +$126K | 0.01% | 770 |
|
|
2024
Q3 | $224K | Buy |
+3,880
| New | +$224K | 0.01% | 890 |
|
|
2023
Q3 | – | Sell |
-4,382
| Closed | -$227K | – | 786 |
|
|
2023
Q2 | $227K | Sell |
4,382
-268
| -6% | -$13.9K | 0.01% | 699 |
|
|
2023
Q1 | $260K | Buy |
4,650
+251
| +6% | +$14K | 0.01% | 589 |
|
|
2022
Q4 | $270K | Sell |
4,399
-880
| -17% | -$54K | 0.02% | 562 |
|
|
2022
Q3 | $365K | Buy |
5,279
+1,043
| +25% | +$72.1K | 0.03% | 385 |
|
|
2022
Q2 | $338K | Sell |
4,236
-175
| -4% | -$14K | 0.03% | 400 |
|
|
2022
Q1 | $375K | Sell |
4,411
-91
| -2% | -$7.74K | 0.03% | 419 |
|
|
2021
Q4 | $354K | Buy |
4,502
+197
| +5% | +$15.5K | 0.03% | 414 |
|
|
2021
Q3 | $314K | Buy |
4,305
+136
| +3% | +$9.92K | 0.03% | 404 |
|
|
2021
Q2 | $307K | Buy |
4,169
+397
| +11% | +$29.2K | 0.03% | 402 |
|
|
2021
Q1 | $287K | Buy |
3,772
+854
| +29% | +$65K | 0.03% | 400 |
|
|
2020
Q4 | $219K | Sell |
2,918
-79
| -3% | -$5.93K | 0.03% | 373 |
|
|
2020
Q3 | $237K | Buy |
2,997
+267
| +10% | +$21.1K | 0.03% | 333 |
|
|
2020
Q2 | $222K | Sell |
2,730
-680
| -20% | -$55.3K | 0.04% | 317 |
|
|
2020
Q1 | $278K | Buy |
3,410
+406
| +14% | +$33.1K | 0.05% | 245 |
|
|
2019
Q4 | $247K | Buy |
3,004
+51
| +2% | +$4.19K | 0.05% | 223 |
|
|
2019
Q3 | $240K | Sell |
2,953
-30
| -1% | -$2.44K | 0.06% | 203 |
|
|
2019
Q2 | $231K | Hold |
2,983
| – | – | 0.05% | 214 |
|
|
2019
Q1 | $228K | Hold |
2,983
| – | – | 0.05% | 199 |
|
|
2018
Q4 | $206K | Buy |
+2,983
| New | +$206K | 0.05% | 215 |
|
|
2018
Q3 | – | Sell |
-5,710
| Closed | -$389K | – | 248 |
|
|
2018
Q2 | $389K | Buy |
5,710
+4,394
| +334% | +$299K | 0.12% | 156 |
|
|
2018
Q1 | $89K | Sell |
1,316
-122
| -8% | -$8.25K | 0.03% | 245 |
|
|
2017
Q4 | $117K | Sell |
1,438
-4,284
| -75% | -$349K | 0.04% | 184 |
|
|
2017
Q3 | $440K | Sell |
5,722
-14,716
| -72% | -$1.13M | 0.14% | 120 |
|
|
2017
Q2 | $1.57M | Sell |
20,438
-6,007
| -23% | -$460K | 0.34% | 90 |
|
|
2017
Q1 | $2.05M | Sell |
26,445
-390
| -1% | -$30.2K | 0.44% | 74 |
|
|
2016
Q4 | $2.07M | Sell |
26,835
-342
| -1% | -$26.4K | 0.45% | 71 |
|
|
2016
Q3 | $2.02M | Buy |
27,177
+193
| +0.7% | +$14.3K | 0.52% | 61 |
|
|
2016
Q2 | $2.1M | Buy |
26,984
+20,944
| +347% | +$1.63M | 0.56% | 52 |
|
|
2016
Q1 | $1.97M | Hold |
6,040
| – | – | 0.61% | 49 |
|
|
2015
Q4 | $409K | Buy |
6,040
+158
| +3% | +$10.7K | 0.11% | 155 |
|
|
2015
Q3 | $414K | Buy |
5,882
+166
| +3% | +$11.7K | 0.12% | 145 |
|
|
2015
Q2 | $382K | Buy |
5,716
+645
| +13% | +$43.1K | 0.1% | 161 |
|
|
2015
Q1 | $359K | Buy |
5,071
+225
| +5% | +$15.9K | 0.1% | 172 |
|
|
2014
Q4 | $373K | Buy |
4,846
+60
| +1% | +$4.62K | 0.11% | 151 |
|
|
2014
Q3 | $331K | Buy |
4,786
+971
| +25% | +$67.2K | 0.1% | 151 |
|
|
2014
Q2 | $273K | Buy |
3,815
+390
| +11% | +$27.9K | 0.08% | 164 |
|
|
2014
Q1 | $243K | Hold |
3,425
| – | – | 0.13% | 116 |
|
|
2013
Q4 | $221K | Buy |
+3,425
| New | +$221K | 0.12% | 125 |
|