Ridgewood Investments’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 |
4,552
-11,293
| -71% | -$638K | 0.11% | 178 |
|
|
2025
Q1 | $888K | Sell |
15,845
-6,499
| -29% | -$364K | 0.41% | 71 |
|
|
2024
Q4 | $1.2M | Sell |
22,344
-200
| -0.9% | -$10.8K | 0.58% | 46 |
|
|
2024
Q3 | $1.3M | Sell |
22,544
-2,269
| -9% | -$131K | 0.65% | 41 |
|
|
2024
Q2 | $1.22M | Buy |
24,813
+277
| +1% | +$13.6K | 0.61% | 45 |
|
|
2024
Q1 | $1.21M | Buy |
24,536
+210
| +0.9% | +$10.3K | 0.64% | 49 |
|
|
2023
Q4 | $1.14M | Sell |
24,326
-365
| -1% | -$17.2K | 0.68% | 42 |
|
|
2023
Q3 | $1.1M | Buy |
24,691
+2,915
| +13% | +$130K | 0.72% | 44 |
|
|
2023
Q2 | $1.13M | Buy |
21,776
+6,533
| +43% | +$338K | 0.64% | 43 |
|
|
2023
Q1 | $852K | Buy |
15,243
+3,515
| +30% | +$197K | 0.52% | 46 |
|
|
2022
Q4 | $719K | Buy |
+11,728
| New | +$719K | 0.51% | 58 |
|
|
2022
Q1 | – | Sell |
-10,443
| Closed | -$820K | – | 197 |
|
|
2021
Q4 | $820K | Hold |
10,443
| – | – | 0.52% | 64 |
|
|
2021
Q3 | $763K | Hold |
10,443
| – | – | 0.52% | 64 |
|
|
2021
Q2 | $768K | Sell |
10,443
-256
| -2% | -$18.8K | 0.49% | 69 |
|
|
2021
Q1 | $813K | Buy |
10,699
+4,252
| +66% | +$323K | 0.5% | 69 |
|
|
2020
Q4 | $509K | Hold |
6,447
| – | – | 0.4% | 82 |
|
|
2020
Q3 | $509K | Buy |
+6,447
| New | +$509K | 0.4% | 83 |
|