SEEDPG
S.E.E.D. Planning Group’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-169,408
| Closed | -$8.3M | – | 76 |
|
|
2024
Q2 | $8.3M | Sell |
169,408
-5,626
| -3% | -$276K | 3.02% | 13 |
|
|
2024
Q1 | $8.61M | Buy |
175,034
+1,959
| +1% | +$96.4K | 3.14% | 12 |
|
|
2023
Q4 | $8.13M | Buy |
173,075
+8,495
| +5% | +$399K | 3.28% | 11 |
|
|
2023
Q3 | $7.35M | Buy |
164,580
+32,256
| +24% | +$1.44M | 2.84% | 13 |
|
|
2023
Q2 | $6.85M | Buy |
132,324
+8,838
| +7% | +$458K | 2.41% | 17 |
|
|
2023
Q1 | $6.9M | Buy |
123,486
+28,480
| +30% | +$1.59M | 2.66% | 16 |
|
|
2022
Q4 | $5.83M | Buy |
95,006
+12,457
| +15% | +$764K | 2.52% | 18 |
|
|
2022
Q3 | $5.71M | Sell |
82,549
-535
| -0.6% | -$37K | 2.67% | 16 |
|
|
2022
Q2 | $6.63M | Buy |
83,084
+6,345
| +8% | +$506K | 3% | 10 |
|
|
2022
Q1 | $6.52M | Buy |
76,739
+6,202
| +9% | +$527K | 2.78% | 9 |
|
|
2021
Q4 | $5.54M | Buy |
70,537
+3,868
| +6% | +$304K | 2.4% | 13 |
|
|
2021
Q3 | $4.87M | Buy |
66,669
+17,348
| +35% | +$1.27M | 2.3% | 13 |
|
|
2021
Q2 | $3.63M | Buy |
49,321
+3,016
| +7% | +$222K | 1.79% | 25 |
|
|
2021
Q1 | $3.52M | Buy |
46,305
+5,326
| +13% | +$405K | 1.93% | 23 |
|
|
2020
Q4 | $3.08M | Buy |
40,979
+7,908
| +24% | +$595K | 1.85% | 27 |
|
|
2020
Q3 | $2.61M | Buy |
33,071
+1,043
| +3% | +$82.3K | 1.91% | 29 |
|
|
2020
Q2 | $2.6M | Buy |
32,028
+3,844
| +14% | +$312K | 2.03% | 24 |
|
|
2020
Q1 | $2.04M | Buy |
28,184
+4,803
| +21% | +$347K | 1.98% | 24 |
|
|
2019
Q4 | $1.94M | Buy |
+23,381
| New | +$1.94M | 1.68% | 23 |
|