Prime Capital Investment Advisors’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 | $960K | Sell |
16,981
-5,657
| -25% | -$320K | 0.01% | 474 |
|
|
2025
Q1 | $1.27M | Buy |
22,638
+6,756
| +43% | +$379K | 0.01% | 457 |
|
|
2024
Q4 | $855K | Buy |
15,882
+242
| +2% | +$13K | 0.01% | 455 |
|
|
2024
Q3 | $904K | Sell |
15,640
-1,328
| -8% | -$76.7K | 0.01% | 459 |
|
|
2024
Q2 | $831K | Sell |
16,968
-23,273
| -58% | -$1.14M | 0.01% | 470 |
|
|
2024
Q1 | $1.98M | Sell |
40,241
-2,178
| -5% | -$107K | 0.03% | 345 |
|
|
2023
Q4 | $1.99M | Buy |
42,419
+3,238
| +8% | +$152K | 0.03% | 325 |
|
|
2023
Q3 | $1.75M | Sell |
39,181
-3,417
| -8% | -$153K | 0.04% | 266 |
|
|
2023
Q2 | $2.21M | Buy |
42,598
+28,532
| +203% | +$1.48M | 0.04% | 249 |
|
|
2023
Q1 | $786K | Sell |
14,066
-22,225
| -61% | -$1.24M | 0.03% | 278 |
|
|
2022
Q4 | $2.23M | Sell |
36,291
-1,437
| -4% | -$88.1K | 0.08% | 165 |
|
|
2022
Q3 | $2.61M | Buy |
37,728
+31,914
| +549% | +$2.21M | 0.15% | 101 |
|
|
2022
Q2 | $464K | Buy |
+5,814
| New | +$464K | 0.03% | 238 |
|
|
2021
Q3 | – | Sell |
-4,272
| Closed | -$314K | – | 309 |
|
|
2021
Q2 | $314K | Buy |
+4,272
| New | +$314K | 0.02% | 300 |
|
|
2021
Q1 | – | Sell |
-1,315
| Closed | -$99K | – | 468 |
|
|
2020
Q4 | $99K | Sell |
1,315
-449
| -25% | -$33.8K | 0.01% | 274 |
|
|
2020
Q3 | $139K | Hold |
1,764
| – | – | 0.01% | 260 |
|
|
2020
Q2 | $143K | Buy |
1,764
+423
| +32% | +$34.3K | 0.01% | 249 |
|
|
2020
Q1 | $97K | Sell |
1,341
-14
| -1% | -$1.01K | 0.01% | 238 |
|
|
2019
Q4 | $112K | Hold |
1,355
| – | – | 0.01% | 236 |
|
|
2019
Q3 | $110K | Buy |
1,355
+355
| +36% | +$28.8K | 0.02% | 239 |
|
|
2019
Q2 | $77K | Hold |
1,000
| – | – | 0.01% | 217 |
|
|
2019
Q1 | $77K | Hold |
1,000
| – | – | 0.02% | 170 |
|
|
2018
Q4 | $71K | Sell |
1,000
-850
| -46% | -$60.4K | 0.03% | 142 |
|
|
2018
Q3 | $130K | Buy |
1,850
+850
| +85% | +$59.7K | 0.04% | 143 |
|
|
2018
Q2 | $68K | Hold |
1,000
| – | – | 0.03% | 180 |
|
|
2018
Q1 | $67K | Hold |
1,000
| – | – | 0.05% | 151 |
|
|
2017
Q4 | $81K | Buy |
+1,000
| New | +$81K | 0.06% | 140 |
|