Pinnacle Financial Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $500K | Sell |
8,964
-2,031
| -18% | -$113K | 0.01% | 327 |
|
|
2024
Q4 | $598K | Sell |
10,995
-130
| -1% | -$7.07K | 0.01% | 311 |
|
|
2024
Q3 | $643K | Sell |
11,125
-5,231
| -32% | -$302K | 0.01% | 304 |
|
|
2024
Q2 | $803K | Sell |
16,356
-931
| -5% | -$45.7K | 0.02% | 286 |
|
|
2024
Q1 | $850K | Sell |
17,287
-288
| -2% | -$14.2K | 0.02% | 281 |
|
|
2023
Q4 | $826K | Sell |
17,575
-9,042
| -34% | -$425K | 0.02% | 270 |
|
|
2023
Q3 | $1.19M | Sell |
26,617
-933
| -3% | -$41.7K | 0.03% | 236 |
|
|
2023
Q2 | $1.43M | Sell |
27,550
-1,368
| -5% | -$70.8K | 0.04% | 221 |
|
|
2023
Q1 | $1.62M | Buy |
28,918
+973
| +3% | +$54.4K | 0.04% | 214 |
|
|
2022
Q4 | $1.71M | Buy |
27,945
+2,094
| +8% | +$128K | 0.05% | 213 |
|
|
2022
Q3 | $1.79M | Buy |
25,851
+1,566
| +6% | +$108K | 0.06% | 199 |
|
|
2022
Q2 | $1.94M | Buy |
24,285
+1,124
| +5% | +$89.7K | 0.07% | 187 |
|
|
2022
Q1 | $1.97M | Sell |
23,161
-1,555
| -6% | -$132K | 0.06% | 194 |
|
|
2021
Q4 | $1.94M | Sell |
24,716
-31,125
| -56% | -$2.44M | 0.06% | 193 |
|
|
2021
Q3 | $4.08M | Sell |
55,841
-885
| -2% | -$64.6K | 0.14% | 147 |
|
|
2021
Q2 | $4.17M | Buy |
56,726
+6,026
| +12% | +$443K | 0.17% | 127 |
|
|
2021
Q1 | $3.85M | Buy |
50,700
+4,968
| +11% | +$377K | 0.17% | 124 |
|
|
2020
Q4 | $3.45M | Sell |
45,732
-3,182
| -7% | -$240K | 0.17% | 131 |
|
|
2020
Q3 | $3.86M | Sell |
48,914
-1,853
| -4% | -$146K | 0.21% | 116 |
|
|
2020
Q2 | $4.12M | Sell |
50,767
-4,280
| -8% | -$347K | 0.24% | 106 |
|
|
2020
Q1 | $3.97M | Buy |
55,047
+10,373
| +23% | +$749K | 0.27% | 102 |
|
|
2019
Q4 | $3.7M | Buy |
44,674
+1,742
| +4% | +$144K | 0.23% | 119 |
|
|
2019
Q3 | $3.48M | Buy |
42,932
+877
| +2% | +$71.1K | 0.25% | 114 |
|
|
2019
Q2 | $3.25M | Sell |
42,055
-11,127
| -21% | -$860K | 0.24% | 117 |
|
|
2019
Q1 | $4.08M | Sell |
53,182
-5,909
| -10% | -$453K | 0.33% | 94 |
|
|
2018
Q4 | $4.22M | Buy |
59,091
+18,838
| +47% | +$1.35M | 0.4% | 75 |
|
|
2018
Q3 | $2.83M | Buy |
40,253
+997
| +3% | +$70.1K | 0.24% | 118 |
|
|
2018
Q2 | $2.68M | Sell |
39,256
-442
| -1% | -$30.1K | 0.25% | 117 |
|
|
2018
Q1 | $2.68M | Buy |
39,698
+1,581
| +4% | +$107K | 0.27% | 108 |
|
|
2017
Q4 | $3.09M | Buy |
38,117
+3,991
| +12% | +$324K | 0.33% | 89 |
|
|
2017
Q3 | $2.63M | Buy |
34,126
+3,626
| +12% | +$279K | 0.34% | 85 |
|
|
2017
Q2 | $2.34M | Buy |
30,500
+3,477
| +13% | +$266K | 0.33% | 93 |
|
|
2017
Q1 | $2.1M | Buy |
27,023
+6,508
| +32% | +$505K | 0.41% | 82 |
|
|
2016
Q4 | $1.57M | Buy |
20,515
+250
| +1% | +$19.1K | 0.34% | 95 |
|
|
2016
Q3 | $1.57M | Sell |
20,265
-501
| -2% | -$38.8K | 0.35% | 88 |
|
|
2016
Q2 | $1.61M | Buy |
20,766
+4,443
| +27% | +$345K | 0.37% | 83 |
|
|
2016
Q1 | $1.23M | Buy |
16,323
+6,431
| +65% | +$483K | 0.31% | 93 |
|
|
2015
Q4 | $669K | Buy |
9,892
+1,265
| +15% | +$85.6K | 0.21% | 127 |
|
|
2015
Q3 | $610K | Buy |
8,627
+2,877
| +50% | +$203K | 0.19% | 125 |
|
|
2015
Q2 | $385K | Buy |
5,750
+9
| +0.2% | +$603 | 0.12% | 153 |
|
|
2015
Q1 | $407K | Sell |
5,741
-421
| -7% | -$29.8K | 0.14% | 152 |
|
|
2014
Q4 | $474K | Buy |
6,162
+152
| +3% | +$11.7K | 0.17% | 137 |
|
|
2014
Q3 | $415K | Sell |
6,010
-32
| -0.5% | -$2.21K | 0.16% | 136 |
|
|
2014
Q2 | $432K | Buy |
6,042
+400
| +7% | +$28.6K | 0.17% | 125 |
|
|
2014
Q1 | $401K | Sell |
5,642
-110
| -2% | -$7.82K | 0.18% | 120 |
|
|
2013
Q4 | $372K | Buy |
5,752
+200
| +4% | +$12.9K | 0.17% | 119 |
|
|
2013
Q3 | $346K | Sell |
5,552
-198
| -3% | -$12.3K | 0.17% | 109 |
|
|
2013
Q2 | $326K | Buy |
+5,750
| New | +$326K | 0.17% | 104 |
|