RWM
Ritholtz Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+4,182
| New | +$236K | 0.01% | 869 |
|
|
2022
Q4 | – | Sell |
-11,071
| Closed | -$765K | – | 612 |
|
|
2022
Q3 | $765K | Buy |
11,071
+5,937
| +116% | +$410K | 0.04% | 305 |
|
|
2022
Q2 | $410K | Buy |
5,134
+1,361
| +36% | +$109K | 0.03% | 361 |
|
|
2022
Q1 | $321K | Buy |
3,773
+985
| +35% | +$83.8K | 0.02% | 403 |
|
|
2021
Q4 | $219K | Sell |
2,788
-133
| -5% | -$10.4K | 0.01% | 477 |
|
|
2021
Q3 | $213K | Sell |
2,921
-97
| -3% | -$7.07K | 0.01% | 452 |
|
|
2021
Q2 | $222K | Buy |
3,018
+54
| +2% | +$3.97K | 0.02% | 431 |
|
|
2021
Q1 | $225K | Buy |
+2,964
| New | +$225K | 0.02% | 379 |
|
|
2017
Q4 | – | Sell |
-3,042
| Closed | -$234K | – | 114 |
|
|
2017
Q3 | $234K | Hold |
3,042
| – | – | 0.09% | 67 |
|
|
2017
Q2 | $233K | Buy |
+3,042
| New | +$233K | 0.1% | 60 |
|
|
2016
Q4 | $233K | Buy |
+3,042
| New | +$233K | 0.12% | 63 |
|