Prospera Financial Services’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 | $3.1M | Sell |
54,886
-8,215
| -13% | -$464K | 0.06% | 337 |
|
|
2025
Q1 | $3.54M | Buy |
63,101
+3,481
| +6% | +$195K | 0.08% | 253 |
|
|
2024
Q4 | $3.21M | Buy |
59,620
+7,401
| +14% | +$399K | 0.07% | 268 |
|
|
2024
Q3 | $3.02M | Buy |
52,219
+132
| +0.3% | +$7.63K | 0.08% | 270 |
|
|
2024
Q2 | $2.55M | Sell |
52,087
-3,095
| -6% | -$152K | 0.07% | 287 |
|
|
2024
Q1 | $2.71M | Sell |
55,182
-3,141
| -5% | -$155K | 0.08% | 278 |
|
|
2023
Q4 | $2.74M | Sell |
58,323
-4,802
| -8% | -$226K | 0.09% | 258 |
|
|
2023
Q3 | $2.82M | Buy |
63,125
+669
| +1% | +$29.9K | 0.11% | 214 |
|
|
2023
Q2 | $3.23M | Buy |
62,456
+12,261
| +24% | +$635K | 0.12% | 191 |
|
|
2023
Q1 | $2.81M | Buy |
50,195
+3,757
| +8% | +$210K | 0.12% | 217 |
|
|
2022
Q4 | $2.85M | Sell |
46,438
-1,259
| -3% | -$77.2K | 0.14% | 169 |
|
|
2022
Q3 | $3.3M | Buy |
47,697
+25,073
| +111% | +$1.73M | 0.17% | 146 |
|
|
2022
Q2 | $1.81M | Sell |
22,624
-24,901
| -52% | -$1.99M | 0.09% | 258 |
|
|
2022
Q1 | $4.04M | Buy |
47,525
+1,612
| +4% | +$137K | 0.17% | 137 |
|
|
2021
Q4 | $3.61M | Buy |
45,913
+2,689
| +6% | +$211K | 0.16% | 156 |
|
|
2021
Q3 | $3.16M | Sell |
43,224
-1,045
| -2% | -$76.3K | 0.16% | 170 |
|
|
2021
Q2 | $3.26M | Buy |
44,269
+4,200
| +10% | +$309K | 0.16% | 162 |
|
|
2021
Q1 | $3.05M | Sell |
40,069
-88
| -0.2% | -$6.69K | 0.18% | 137 |
|
|
2020
Q4 | $3.02M | Buy |
40,157
+38,962
| +3,260% | +$2.93M | 0.21% | 115 |
|
|
2020
Q3 | $94K | Sell |
1,195
-37,915
| -97% | -$2.98M | 0.04% | 421 |
|
|
2020
Q2 | $3.18M | Buy |
39,110
+10,086
| +35% | +$819K | 0.28% | 88 |
|
|
2020
Q1 | $2.1M | Buy |
29,024
+170
| +0.6% | +$12.3K | 0.22% | 112 |
|
|
2019
Q4 | $2.39M | Sell |
28,854
-660
| -2% | -$54.7K | 0.18% | 130 |
|
|
2019
Q3 | $2.39M | Buy |
29,514
+668
| +2% | +$54.1K | 0.25% | 83 |
|
|
2019
Q2 | $2.24M | Buy |
28,846
+12,390
| +75% | +$960K | 0.25% | 85 |
|
|
2019
Q1 | $1.26M | Buy |
16,456
+5,265
| +47% | +$404K | 0.42% | 74 |
|
|
2018
Q4 | $803K | Buy |
11,191
+1,145
| +11% | +$82.2K | 0.16% | 136 |
|
|
2018
Q3 | $696K | Sell |
10,046
-608
| -6% | -$42.1K | 0.13% | 164 |
|
|
2018
Q2 | $734K | Sell |
10,654
-1,486
| -12% | -$102K | 0.1% | 175 |
|
|
2018
Q1 | $816K | Sell |
12,140
-35
| -0.3% | -$2.35K | 0.11% | 171 |
|
|
2017
Q4 | $965K | Sell |
12,175
-153
| -1% | -$12.1K | 0.15% | 128 |
|
|
2017
Q3 | $948K | Sell |
12,328
-400
| -3% | -$30.8K | 0.14% | 133 |
|
|
2017
Q2 | $970K | Sell |
12,728
-466
| -4% | -$35.5K | 0.16% | 131 |
|
|
2017
Q1 | $1.03M | Buy |
13,194
+1,254
| +11% | +$97.5K | 0.18% | 110 |
|
|
2016
Q4 | $913K | Sell |
11,940
-214
| -2% | -$16.4K | 0.18% | 111 |
|
|
2016
Q3 | $903K | Buy |
12,154
+304
| +3% | +$22.6K | 0.18% | 104 |
|
|
2016
Q2 | $923K | Buy |
11,850
+1,891
| +19% | +$147K | 0.19% | 102 |
|
|
2016
Q1 | $748K | Buy |
9,959
+2,826
| +40% | +$212K | 0.17% | 101 |
|
|
2015
Q4 | $482K | Buy |
7,133
+2,730
| +62% | +$184K | 0.11% | 133 |
|
|
2015
Q3 | $310K | Buy |
4,403
+2
| +0% | +$141 | 0.08% | 182 |
|
|
2015
Q2 | $294K | Buy |
4,401
+3
| +0.1% | +$200 | 0.07% | 204 |
|
|
2015
Q1 | $312K | Buy |
4,398
+4
| +0.1% | +$284 | 0.07% | 211 |
|
|
2014
Q4 | $338K | Sell |
4,394
-47
| -1% | -$3.62K | 0.08% | 190 |
|
|
2014
Q3 | $307K | Buy |
4,441
+1,102
| +33% | +$76.2K | 0.08% | 200 |
|
|
2014
Q2 | $239K | Buy |
3,339
+203
| +6% | +$14.5K | 0.06% | 229 |
|
|
2014
Q1 | $223K | Buy |
3,136
+3
| +0.1% | +$213 | 0.07% | 213 |
|
|
2013
Q4 | $203K | Sell |
3,133
-1,529
| -33% | -$99.1K | 0.07% | 233 |
|
|
2013
Q3 | $291K | Buy |
4,662
+1,094
| +31% | +$68.3K | 0.11% | 157 |
|
|
2013
Q2 | $201K | Buy |
+3,568
| New | +$201K | 0.09% | 206 |
|