Rehmann Capital Advisory 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 | $257K | Sell |
4,541
-1,178
| -21% | -$66.6K | 0.02% | 511 |
|
|
2025
Q1 | $321K | Buy |
5,719
+649
| +13% | +$36.4K | 0.02% | 463 |
|
|
2024
Q4 | $273K | Sell |
5,070
-688
| -12% | -$37.1K | 0.02% | 493 |
|
|
2024
Q3 | $333K | Sell |
5,758
-41
| -0.7% | -$2.37K | 0.02% | 438 |
|
|
2024
Q2 | $284K | Buy |
5,799
+313
| +6% | +$15.3K | 0.02% | 460 |
|
|
2024
Q1 | $270K | Sell |
5,486
-154
| -3% | -$7.58K | 0.02% | 478 |
|
|
2023
Q4 | $265K | Sell |
5,640
-266
| -5% | -$12.5K | 0.02% | 465 |
|
|
2023
Q3 | $264K | Sell |
5,906
-130
| -2% | -$5.81K | 0.02% | 427 |
|
|
2023
Q2 | $313K | Sell |
6,036
-389
| -6% | -$20.1K | 0.03% | 410 |
|
|
2023
Q1 | $359K | Buy |
6,425
+206
| +3% | +$11.5K | 0.03% | 375 |
|
|
2022
Q4 | $381K | Sell |
6,219
-218
| -3% | -$13.4K | 0.04% | 349 |
|
|
2022
Q3 | $445K | Sell |
6,437
-846
| -12% | -$58.5K | 0.05% | 305 |
|
|
2022
Q2 | $581K | Buy |
7,283
+35
| +0.5% | +$2.79K | 0.06% | 261 |
|
|
2022
Q1 | $616K | Buy |
7,248
+189
| +3% | +$16.1K | 0.06% | 271 |
|
|
2021
Q4 | $555K | Buy |
7,059
+120
| +2% | +$9.43K | 0.05% | 299 |
|
|
2021
Q3 | $507K | Sell |
6,939
-132
| -2% | -$9.64K | 0.05% | 315 |
|
|
2021
Q2 | $524K | Buy |
7,071
+20
| +0.3% | +$1.48K | 0.05% | 299 |
|
|
2021
Q1 | $536K | Sell |
7,051
-98
| -1% | -$7.44K | 0.05% | 277 |
|
|
2020
Q4 | $538K | Sell |
7,149
-690
| -9% | -$51.9K | 0.06% | 253 |
|
|
2020
Q3 | $619K | Sell |
7,839
-231
| -3% | -$18.2K | 0.08% | 215 |
|
|
2020
Q2 | $655K | Sell |
8,070
-1,364
| -14% | -$111K | 0.09% | 191 |
|
|
2020
Q1 | $681K | Buy |
+9,434
| New | +$681K | 0.11% | 154 |
|
|
2019
Q3 | $833K | Sell |
10,283
-1,414
| -12% | -$115K | 0.1% | 106 |
|
|
2019
Q2 | $904K | Buy |
11,697
+1,601
| +16% | +$124K | 0.11% | 149 |
|
|
2019
Q1 | $774K | Buy |
10,096
+2,099
| +26% | +$161K | 0.1% | 163 |
|
|
2018
Q4 | $572K | Buy |
7,997
+2,217
| +38% | +$158K | 0.09% | 120 |
|
|
2018
Q3 | $406K | Buy |
5,780
+1,640
| +40% | +$115K | 0.06% | 248 |
|
|
2018
Q2 | $282K | Buy |
4,140
+608
| +17% | +$41.5K | 0.04% | 301 |
|
|
2018
Q1 | $238K | Buy |
3,532
+41
| +1% | +$2.76K | 0.04% | 331 |
|
|
2017
Q4 | $283K | Buy |
3,491
+267
| +8% | +$21.6K | 0.05% | 291 |
|
|
2017
Q3 | $248K | Sell |
3,224
-496
| -13% | -$38.2K | 0.04% | 309 |
|
|
2017
Q2 | $285K | Sell |
3,720
-4
| -0.1% | -$306 | 0.05% | 264 |
|
|
2017
Q1 | $289K | Buy |
3,724
+246
| +7% | +$19.1K | 0.05% | 283 |
|
|
2016
Q4 | $266K | Buy |
3,478
+4
| +0.1% | +$306 | 0.05% | 293 |
|
|
2016
Q3 | $258K | Buy |
3,474
+16
| +0.5% | +$1.19K | 0.05% | 286 |
|
|
2016
Q2 | $269K | Buy |
3,458
+735
| +27% | +$57.2K | 0.05% | 278 |
|
|
2016
Q1 | $205K | Buy |
+2,723
| New | +$205K | 0.04% | 328 |
|