Rowlandmiller & Partners’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 | $494K | Sell |
8,740
-70
| -0.8% | -$3.96K | 0.1% | 104 |
|
|
2025
Q1 | $494K | Buy |
8,810
+250
| +3% | +$14K | 0.1% | 103 |
|
|
2024
Q4 | $461K | Sell |
8,560
-79
| -0.9% | -$4.26K | 0.1% | 106 |
|
|
2024
Q3 | $499K | Buy |
8,639
+3
| +0% | +$173 | 0.1% | 106 |
|
|
2024
Q2 | $423K | Sell |
8,636
-80
| -0.9% | -$3.92K | 0.09% | 105 |
|
|
2024
Q1 | $429K | Buy |
8,716
+3
| +0% | +$148 | 0.09% | 109 |
|
|
2023
Q4 | $410K | Sell |
8,713
-1,117
| -11% | -$52.5K | 0.09% | 107 |
|
|
2023
Q3 | $439K | Buy |
9,830
+3
| +0% | +$134 | 0.11% | 100 |
|
|
2023
Q2 | $509K | Buy |
9,827
+3
| +0% | +$155 | 0.12% | 100 |
|
|
2023
Q1 | $549K | Buy |
9,824
+750
| +8% | +$41.9K | 0.13% | 95 |
|
|
2022
Q4 | $571K | Buy |
9,074
+3
| +0% | +$189 | 0.14% | 93 |
|
|
2022
Q3 | $627K | Buy |
9,071
+1
| +0% | +$69 | 0.17% | 87 |
|
|
2022
Q2 | $724K | Sell |
9,070
-103
| -1% | -$8.22K | 0.19% | 85 |
|
|
2022
Q1 | $779K | Sell |
9,173
-4,933
| -35% | -$419K | 0.18% | 84 |
|
|
2021
Q4 | $716K | Buy |
14,106
+10,571
| +299% | +$537K | 0.16% | 88 |
|
|
2021
Q3 | $287K | Sell |
3,535
-4,082
| -54% | -$331K | 0.1% | 100 |
|
|
2021
Q2 | $560K | Buy |
7,617
+1
| +0% | +$74 | 0.14% | 97 |
|
|
2021
Q1 | $579K | Buy |
7,616
+1
| +0% | +$76 | 0.15% | 89 |
|
|
2020
Q4 | $573K | Buy |
7,615
+4,143
| +119% | +$312K | 0.16% | 83 |
|
|
2020
Q3 | $251K | Sell |
3,472
-63
| -2% | -$4.55K | 0.1% | 96 |
|
|
2020
Q2 | $287K | Buy |
3,535
+63
| +2% | +$5.11K | 0.1% | 100 |
|
|
2020
Q1 | $251K | Hold |
3,472
| – | – | 0.1% | 96 |
|
|
2019
Q4 | $288K | Sell |
3,472
-1
| -0% | -$83 | 0.09% | 97 |
|
|
2019
Q3 | $281K | Hold |
3,473
| – | – | 0.1% | 97 |
|
|
2019
Q2 | $268K | Hold |
3,473
| – | – | 0.09% | 100 |
|
|
2019
Q1 | $266K | Hold |
3,473
| – | – | 0.1% | 97 |
|
|
2018
Q4 | $248K | Hold |
3,473
| – | – | 0.1% | 96 |
|
|
2018
Q3 | $244K | Hold |
3,473
| – | – | 0.09% | 104 |
|
|
2018
Q2 | $236K | Hold |
3,473
| – | – | 0.09% | 101 |
|
|
2018
Q1 | $234K | Hold |
3,473
| – | – | 0.09% | 101 |
|
|
2017
Q4 | $282K | Hold |
3,473
| – | – | 0.11% | 97 |
|
|
2017
Q3 | $267K | Hold |
3,473
| – | – | 0.11% | 94 |
|
|
2017
Q2 | $267K | Sell |
3,473
-60
| -2% | -$4.62K | 0.11% | 91 |
|
|
2017
Q1 | $275K | Hold |
3,533
| – | – | 0.12% | 93 |
|
|
2016
Q4 | $271K | Sell |
3,533
-200
| -5% | -$15.3K | 0.12% | 89 |
|
|
2016
Q3 | $277K | Sell |
3,733
-3,650
| -49% | -$271K | 0.13% | 88 |
|
|
2016
Q2 | $575K | Sell |
7,383
-190
| -3% | -$14.8K | 0.26% | 61 |
|
|
2016
Q1 | $569K | Hold |
7,573
| – | – | 0.27% | 63 |
|
|
2015
Q4 | $504K | Hold |
7,573
| – | – | 0.26% | 64 |
|
|
2015
Q3 | $532K | Sell |
7,573
-330
| -4% | -$23.2K | 0.28% | 64 |
|
|
2015
Q2 | $528K | Sell |
7,903
-50
| -0.6% | -$3.34K | 0.26% | 66 |
|
|
2015
Q1 | $563K | Sell |
7,953
-50
| -0.6% | -$3.54K | 0.28% | 65 |
|
|
2014
Q4 | $615K | Buy |
+8,003
| New | +$615K | 0.3% | 60 |
|