Regal 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 | $258K | Buy |
+4,557
| New | +$258K | 0.02% | 454 |
|
|
2024
Q3 | – | Sell |
-4,416
| Closed | -$216K | – | 513 |
|
|
2024
Q2 | $216K | Buy |
4,416
+21
| +0.5% | +$1.03K | 0.01% | 533 |
|
|
2024
Q1 | $216K | Buy |
4,395
+14
| +0.3% | +$689 | 0.01% | 534 |
|
|
2023
Q4 | $206K | Buy |
+4,381
| New | +$206K | 0.02% | 507 |
|
|
2023
Q3 | – | Sell |
-4,050
| Closed | -$210K | – | 503 |
|
|
2023
Q2 | $210K | Sell |
4,050
-134
| -3% | -$6.94K | 0.02% | 471 |
|
|
2023
Q1 | $234K | Buy |
4,184
+226
| +6% | +$12.6K | 0.02% | 447 |
|
|
2022
Q4 | $243K | Sell |
3,958
-21
| -0.5% | -$1.29K | 0.02% | 419 |
|
|
2022
Q3 | $275K | Buy |
3,979
+97
| +2% | +$6.7K | 0.03% | 381 |
|
|
2022
Q2 | $310K | Buy |
3,882
+109
| +3% | +$8.7K | 0.03% | 367 |
|
|
2022
Q1 | $321K | Buy |
3,773
+1,116
| +42% | +$94.9K | 0.03% | 384 |
|
|
2021
Q4 | $209K | Sell |
2,657
-118
| -4% | -$9.28K | 0.02% | 514 |
|
|
2021
Q3 | $203K | Sell |
2,775
-91
| -3% | -$6.66K | 0.02% | 503 |
|
|
2021
Q2 | $211K | Buy |
+2,866
| New | +$211K | 0.02% | 505 |
|
|
2021
Q1 | – | Sell |
-2,853
| Closed | -$215K | – | 97 |
|
|
2020
Q4 | $215K | Buy |
+2,853
| New | +$215K | 0.02% | 432 |
|
|
2020
Q1 | – | Sell |
-2,431
| Closed | -$201K | – | 76 |
|
|
2019
Q4 | $201K | Buy |
+2,431
| New | +$201K | 0.04% | 318 |
|
|
2018
Q2 | – | Sell |
-23,984
| Closed | -$1.62M | – | 267 |
|
|
2018
Q1 | $1.62M | Sell |
23,984
-443
| -2% | -$29.9K | 0.36% | 91 |
|
|
2017
Q4 | $1.98M | Sell |
24,427
-285
| -1% | -$23.1K | 0.44% | 77 |
|
|
2017
Q3 | $1.9M | Sell |
24,712
-2,980
| -11% | -$229K | 0.44% | 79 |
|
|
2017
Q2 | $2.12M | Buy |
+27,692
| New | +$2.12M | 0.53% | 71 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$14K | – | 393 |
|
|
2015
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 624 |
|
|
2015
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 617 |
|
|
2015
Q1 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 623 |
|
|
2014
Q3 | – | Sell |
-88
| Closed | -$6K | – | 946 |
|
|
2014
Q2 | $6K | Buy |
88
+11
| +14% | +$750 | ﹤0.01% | 741 |
|
|
2014
Q1 | $5K | Sell |
77
-249
| -76% | -$16.2K | ﹤0.01% | 737 |
|
|
2013
Q4 | $21K | Sell |
326
-922
| -74% | -$59.4K | 0.01% | 436 |
|
|
2013
Q3 | $78K | Sell |
1,248
-369
| -23% | -$23.1K | 0.05% | 258 |
|
|
2013
Q2 | $92K | Buy |
+1,617
| New | +$92K | 0.05% | 239 |
|