River Wealth Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,268
| Closed | -$247K | – | 211 |
|
|
2024
Q3 | $247K | Sell |
4,268
-1,468
| -26% | -$84.8K | 0.03% | 193 |
|
|
2024
Q2 | $281K | Sell |
5,736
-1,609
| -22% | -$78.8K | 0.04% | 171 |
|
|
2024
Q1 | $361K | Sell |
7,345
-2,769
| -27% | -$136K | 0.05% | 161 |
|
|
2023
Q4 | $475K | Sell |
10,114
-1,526
| -13% | -$71.7K | 0.08% | 145 |
|
|
2023
Q3 | $520K | Sell |
11,640
-2,443
| -17% | -$109K | 0.09% | 136 |
|
|
2023
Q2 | $729K | Sell |
14,083
-135
| -0.9% | -$6.99K | 0.12% | 132 |
|
|
2023
Q1 | $795K | Sell |
14,218
-1,576
| -10% | -$88.1K | 0.14% | 122 |
|
|
2022
Q4 | $969K | Sell |
15,794
-2,283
| -13% | -$140K | 0.19% | 113 |
|
|
2022
Q3 | $1.25M | Sell |
18,077
-1,742
| -9% | -$120K | 0.27% | 87 |
|
|
2022
Q2 | $1.58M | Sell |
19,819
-230
| -1% | -$18.4K | 0.29% | 85 |
|
|
2022
Q1 | $1.7M | Sell |
20,049
-403
| -2% | -$34.3K | 0.27% | 85 |
|
|
2021
Q4 | $1.61M | Sell |
20,452
-250
| -1% | -$19.6K | 0.25% | 91 |
|
|
2021
Q3 | $1.51M | Sell |
20,702
-148
| -0.7% | -$10.8K | 0.26% | 92 |
|
|
2021
Q2 | $1.53M | Sell |
20,850
-107
| -0.5% | -$7.87K | 0.27% | 89 |
|
|
2021
Q1 | $1.59M | Sell |
20,957
-736
| -3% | -$55.9K | 0.3% | 87 |
|
|
2020
Q4 | $1.63M | Sell |
21,693
-1,765
| -8% | -$133K | 0.35% | 73 |
|
|
2020
Q3 | $1.85M | Sell |
23,458
-2,229
| -9% | -$176K | 0.48% | 61 |
|
|
2020
Q2 | $2.09M | Sell |
25,687
-465
| -2% | -$37.7K | 0.63% | 49 |
|
|
2020
Q1 | $1.89M | Sell |
26,152
-180
| -0.7% | -$13K | 0.75% | 41 |
|
|
2019
Q4 | $2.18M | Buy |
26,332
+615
| +2% | +$50.9K | 0.74% | 50 |
|
|
2019
Q3 | $2.08M | Buy |
25,717
+442
| +2% | +$35.8K | 0.79% | 47 |
|
|
2019
Q2 | $1.95M | Sell |
25,275
-534
| -2% | -$41.3K | 0.76% | 47 |
|
|
2019
Q1 | $1.98M | Buy |
25,809
+2,126
| +9% | +$163K | 0.83% | 44 |
|
|
2018
Q4 | $1.69M | Sell |
23,683
-1,418
| -6% | -$101K | 0.75% | 45 |
|
|
2018
Q3 | $1.76M | Sell |
25,101
-1,462
| -6% | -$103K | 0.65% | 53 |
|
|
2018
Q2 | $1.81M | Sell |
26,563
-1,102
| -4% | -$75.1K | 0.7% | 48 |
|
|
2018
Q1 | $1.87M | Sell |
27,665
-779
| -3% | -$52.5K | 0.79% | 42 |
|
|
2017
Q4 | $2.31M | Sell |
28,444
-565
| -2% | -$45.8K | 0.96% | 37 |
|
|
2017
Q3 | $2.23M | Sell |
29,009
-1,888
| -6% | -$145K | 1.01% | 34 |
|
|
2017
Q2 | $2.37M | Sell |
30,897
-661
| -2% | -$50.7K | 1.1% | 30 |
|
|
2017
Q1 | $2.45M | Sell |
31,558
-1,447
| -4% | -$112K | 1.19% | 23 |
|
|
2016
Q4 | $2.53M | Sell |
33,005
-906
| -3% | -$69.4K | 1.28% | 20 |
|
|
2016
Q3 | $2.52M | Sell |
33,911
-781
| -2% | -$58K | 1.39% | 17 |
|
|
2016
Q2 | $2.7M | Sell |
34,692
-442
| -1% | -$34.5K | 1.55% | 13 |
|
|
2016
Q1 | $2.64M | Buy |
35,134
+257
| +0.7% | +$19.3K | 1.58% | 12 |
|
|
2015
Q4 | $2.36M | Sell |
34,877
-586
| -2% | -$39.6K | 1.49% | 13 |
|
|
2015
Q3 | $2.5M | Sell |
35,463
-14
| -0% | -$985 | 1.71% | 9 |
|
|
2015
Q2 | $2.37M | Sell |
35,477
-981
| -3% | -$65.6K | 1.51% | 13 |
|
|
2015
Q1 | $2.58M | Buy |
+36,458
| New | +$2.58M | 1.6% | 10 |
|