Prestige Wealth Management 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 | $12.1K | Sell |
214
-146
| -41% | -$8.25K | ﹤0.01% | 410 |
|
|
2025
Q1 | $20.2K | Buy |
360
+246
| +216% | +$13.8K | ﹤0.01% | 340 |
|
|
2024
Q4 | $6.14K | Hold |
114
| – | – | ﹤0.01% | 555 |
|
|
2024
Q3 | $6.59K | Hold |
114
| – | – | ﹤0.01% | 542 |
|
|
2024
Q2 | $5.59K | Sell |
114
-102
| -47% | -$5K | ﹤0.01% | 526 |
|
|
2024
Q1 | $10.6K | Buy |
216
+53
| +33% | +$2.61K | ﹤0.01% | 432 |
|
|
2023
Q4 | $7.66K | Buy |
+163
| New | +$7.66K | ﹤0.01% | 502 |
|
|
2023
Q3 | – | Sell |
-15
| Closed | -$777 | – | 1053 |
|
|
2023
Q2 | $777 | Sell |
15
-175
| -92% | -$9.07K | ﹤0.01% | 931 |
|
|
2023
Q1 | $10.6K | Buy |
190
+143
| +304% | +$8K | ﹤0.01% | 423 |
|
|
2022
Q4 | $2.88K | Sell |
47
-167
| -78% | -$10.2K | ﹤0.01% | 747 |
|
|
2022
Q3 | $15K | Buy |
214
+13
| +6% | +$911 | ﹤0.01% | 359 |
|
|
2022
Q2 | $16K | Sell |
201
-2
| -1% | -$159 | ﹤0.01% | 367 |
|
|
2022
Q1 | $17K | Sell |
203
-5
| -2% | -$419 | ﹤0.01% | 373 |
|
|
2021
Q4 | $16K | Buy |
208
+12
| +6% | +$923 | ﹤0.01% | 408 |
|
|
2021
Q3 | $14K | Hold |
196
| – | – | ﹤0.01% | 420 |
|
|
2021
Q2 | $14K | Sell |
196
-46
| -19% | -$3.29K | ﹤0.01% | 409 |
|
|
2021
Q1 | $19K | Buy |
242
+76
| +46% | +$5.97K | 0.01% | 369 |
|
|
2020
Q4 | $12K | Sell |
166
-108
| -39% | -$7.81K | ﹤0.01% | 424 |
|
|
2020
Q3 | $22K | Buy |
274
+14
| +5% | +$1.12K | 0.01% | 332 |
|
|
2020
Q2 | $21K | Sell |
260
-260
| -50% | -$21K | 0.01% | 321 |
|
|
2020
Q1 | $38K | Buy |
520
+135
| +35% | +$9.87K | 0.02% | 204 |
|
|
2019
Q4 | $32K | Buy |
385
+75
| +24% | +$6.23K | 0.02% | 239 |
|
|
2019
Q3 | $25K | Buy |
310
+235
| +313% | +$19K | 0.01% | 251 |
|
|
2019
Q2 | $6K | Hold |
75
| – | – | ﹤0.01% | 374 |
|
|
2019
Q1 | $6K | Sell |
75
-64
| -46% | -$5.12K | ﹤0.01% | 379 |
|
|
2018
Q4 | $10K | Buy |
+139
| New | +$10K | 0.01% | 426 |
|