Salvus Wealth Management’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 | $948K | Buy |
16,774
+4,095
| +32% | +$231K | 0.55% | 51 |
|
|
2025
Q1 | $711K | Buy |
12,679
+2,389
| +23% | +$134K | 0.45% | 61 |
|
|
2024
Q4 | $554K | Buy |
10,290
+974
| +10% | +$52.5K | 0.35% | 76 |
|
|
2024
Q3 | $538K | Buy |
9,316
+39
| +0.4% | +$2.25K | 0.33% | 79 |
|
|
2024
Q2 | $455K | Sell |
9,277
-34
| -0.4% | -$1.67K | 0.31% | 82 |
|
|
2024
Q1 | $458K | Sell |
9,311
-9
| -0.1% | -$443 | 0.31% | 77 |
|
|
2023
Q4 | $438K | Sell |
9,320
-81
| -0.9% | -$3.81K | 0.31% | 79 |
|
|
2023
Q3 | $420K | Buy |
9,401
+94
| +1% | +$4.2K | 0.33% | 78 |
|
|
2023
Q2 | $482K | Buy |
9,307
+215
| +2% | +$11.1K | 0.37% | 72 |
|
|
2023
Q1 | $508K | Sell |
9,092
-4,928
| -35% | -$276K | 0.41% | 66 |
|
|
2022
Q4 | $860K | Sell |
14,020
-206
| -1% | -$12.6K | 0.79% | 35 |
|
|
2022
Q3 | $983K | Buy |
14,226
+310
| +2% | +$21.4K | 0.94% | 30 |
|
|
2022
Q2 | $1.11M | Sell |
13,916
-58
| -0.4% | -$4.63K | 0.99% | 26 |
|
|
2022
Q1 | $1.19M | Buy |
13,974
+239
| +2% | +$20.3K | 0.91% | 30 |
|
|
2021
Q4 | $1.08M | Buy |
13,735
+79
| +0.6% | +$6.21K | 0.79% | 32 |
|
|
2021
Q3 | $997K | Buy |
13,656
+700
| +5% | +$51.1K | 0.81% | 30 |
|
|
2021
Q2 | $960K | Sell |
12,956
-650
| -5% | -$48.2K | 0.81% | 30 |
|
|
2021
Q1 | $1.04M | Buy |
13,606
+2,609
| +24% | +$199K | 0.97% | 26 |
|
|
2020
Q4 | $805K | Buy |
+10,997
| New | +$805K | 0.87% | 28 |
|