Salomon & Ludwin’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 | $3.94M | Sell |
68,679
-3,443
| -5% | -$198K | 0.39% | 49 |
|
|
2025
Q1 | $4.04M | Buy |
72,122
+1,105
| +2% | +$62K | 0.43% | 46 |
|
|
2024
Q4 | $3.82M | Sell |
71,017
-538
| -0.8% | -$29K | 0.41% | 46 |
|
|
2024
Q3 | $4.14M | Sell |
71,555
-1,416
| -2% | -$81.8K | 0.42% | 45 |
|
|
2024
Q2 | $3.58M | Sell |
72,971
-5,825
| -7% | -$285K | 0.4% | 47 |
|
|
2024
Q1 | $3.83M | Sell |
78,796
-5,817
| -7% | -$283K | 0.33% | 56 |
|
|
2023
Q4 | $3.78M | Hold |
84,613
| – | – | 0.39% | 48 |
|
|
2023
Q3 | $3.78M | Buy |
84,613
+564
| +0.7% | +$25.2K | 0.39% | 48 |
|
|
2023
Q2 | $4.35M | Buy |
84,049
+810
| +1% | +$42K | 0.46% | 43 |
|
|
2023
Q1 | $4.65M | Sell |
83,239
-130
| -0.2% | -$7.27K | 0.55% | 40 |
|
|
2022
Q4 | $5.11M | Buy |
83,369
+26,321
| +46% | +$1.61M | 0.65% | 38 |
|
|
2022
Q3 | $3.94M | Buy |
57,048
+12,113
| +27% | +$837K | 0.59% | 37 |
|
|
2022
Q2 | $3.59M | Buy |
44,935
+15,199
| +51% | +$1.21M | 0.55% | 36 |
|
|
2022
Q1 | $2.53M | Buy |
29,736
+1,694
| +6% | +$144K | 0.37% | 39 |
|
|
2021
Q4 | $2.2M | Buy |
28,042
+352
| +1% | +$27.7K | 0.31% | 40 |
|
|
2021
Q3 | $2.02M | Sell |
27,690
-12,418
| -31% | -$907K | 0.31% | 38 |
|
|
2021
Q2 | $2.95M | Sell |
40,108
-56
| -0.1% | -$4.12K | 0.46% | 36 |
|
|
2021
Q1 | $3.05M | Sell |
40,164
-324
| -0.8% | -$24.6K | 0.52% | 36 |
|
|
2020
Q4 | $3.05M | Sell |
40,488
-118
| -0.3% | -$8.87K | 0.56% | 34 |
|
|
2020
Q3 | $3.21M | Buy |
40,606
+6
| +0% | +$474 | 0.67% | 34 |
|
|
2020
Q2 | $3.3M | Buy |
40,600
+28,187
| +227% | +$2.29M | 0.71% | 33 |
|
|
2020
Q1 | $896K | Buy |
12,413
+10,000
| +414% | +$722K | 0.23% | 32 |
|
|
2019
Q4 | $200K | Hold |
2,413
| – | – | 0.04% | 51 |
|
|
2019
Q3 | $196K | Sell |
2,413
-352
| -13% | -$28.6K | 0.04% | 43 |
|
|
2019
Q2 | $214K | Buy |
2,765
+2,159
| +356% | +$167K | 0.04% | 43 |
|
|
2019
Q1 | $46K | Hold |
606
| – | – | 0.01% | 91 |
|
|
2018
Q4 | $43K | Buy |
+606
| New | +$43K | 0.01% | 89 |
|