Savant Capital’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 | $2.96M | Buy |
52,456
+7,891
| +18% | +$446K | 0.02% | 450 |
|
|
2025
Q1 | $2.5M | Buy |
44,565
+31,829
| +250% | +$1.78M | 0.02% | 458 |
|
|
2024
Q4 | $686K | Buy |
12,736
+515
| +4% | +$27.7K | 0.01% | 783 |
|
|
2024
Q3 | $706K | Buy |
12,221
+418
| +4% | +$24.2K | 0.01% | 751 |
|
|
2024
Q2 | $578K | Buy |
11,803
+2,207
| +23% | +$108K | 0.01% | 741 |
|
|
2024
Q1 | $472K | Sell |
9,596
-236
| -2% | -$11.6K | 0.01% | 747 |
|
|
2023
Q4 | $462K | Buy |
9,832
+868
| +10% | +$40.8K | 0.01% | 581 |
|
|
2023
Q3 | $400K | Buy |
8,964
+441
| +5% | +$19.7K | 0.01% | 576 |
|
|
2023
Q2 | $441K | Sell |
8,523
-282
| -3% | -$14.6K | 0.01% | 537 |
|
|
2023
Q1 | $492K | Buy |
8,805
+1,081
| +14% | +$60.4K | 0.01% | 466 |
|
|
2022
Q4 | $473K | Sell |
7,724
-461
| -6% | -$28.2K | 0.01% | 366 |
|
|
2022
Q3 | $566K | Sell |
8,185
-34
| -0.4% | -$2.35K | 0.02% | 324 |
|
|
2022
Q2 | $656K | Buy |
8,219
+1,332
| +19% | +$106K | 0.02% | 303 |
|
|
2022
Q1 | $585K | Sell |
6,887
-61
| -0.9% | -$5.18K | 0.02% | 329 |
|
|
2021
Q4 | $546K | Buy |
6,948
+2,509
| +57% | +$197K | 0.02% | 339 |
|
|
2021
Q3 | $324K | Sell |
4,439
-967
| -18% | -$70.6K | 0.01% | 403 |
|
|
2021
Q2 | $398K | Buy |
5,406
+696
| +15% | +$51.2K | 0.02% | 351 |
|
|
2021
Q1 | $358K | Sell |
4,710
-540
| -10% | -$41K | 0.02% | 339 |
|
|
2020
Q4 | $395K | Sell |
5,250
-814
| -13% | -$61.2K | 0.02% | 311 |
|
|
2020
Q3 | $479K | Buy |
6,064
+80
| +1% | +$6.32K | 0.03% | 255 |
|
|
2020
Q2 | $486K | Sell |
5,984
-43
| -0.7% | -$3.49K | 0.04% | 247 |
|
|
2020
Q1 | $435K | Buy |
6,027
+258
| +4% | +$18.6K | 0.04% | 242 |
|
|
2019
Q4 | $478K | Buy |
5,769
+685
| +13% | +$56.8K | 0.06% | 213 |
|
|
2019
Q3 | $412K | Hold |
5,084
| – | – | 0.06% | 213 |
|
|
2019
Q2 | $393K | Sell |
5,084
-10
| -0.2% | -$773 | 0.06% | 219 |
|
|
2019
Q1 | $391K | Buy |
5,094
+707
| +16% | +$54.3K | 0.07% | 186 |
|
|
2018
Q4 | $313K | Sell |
4,387
-53
| -1% | -$3.78K | 0.07% | 197 |
|
|
2018
Q3 | $312K | Buy |
4,440
+29
| +0.7% | +$2.04K | 0.06% | 221 |
|
|
2018
Q2 | $301K | Sell |
4,411
-420
| -9% | -$28.7K | 0.06% | 218 |
|
|
2018
Q1 | $326K | Buy |
4,831
+540
| +13% | +$36.4K | 0.07% | 210 |
|
|
2017
Q4 | $348K | Sell |
4,291
-43
| -1% | -$3.49K | 0.07% | 199 |
|
|
2017
Q3 | $333K | Sell |
4,334
-21
| -0.5% | -$1.61K | 0.07% | 187 |
|
|
2017
Q2 | $334K | Buy |
4,355
+10
| +0.2% | +$767 | 0.08% | 183 |
|
|
2017
Q1 | $337K | Sell |
4,345
-160
| -4% | -$12.4K | 0.08% | 181 |
|
|
2016
Q4 | $345K | Sell |
4,505
-20
| -0.4% | -$1.53K | 0.09% | 177 |
|
|
2016
Q3 | $336K | Sell |
4,525
-320
| -7% | -$23.8K | 0.09% | 171 |
|
|
2016
Q2 | $378K | Buy |
4,845
+10
| +0.2% | +$780 | 0.11% | 151 |
|
|
2016
Q1 | $363K | Buy |
4,835
+340
| +8% | +$25.5K | 0.11% | 145 |
|
|
2015
Q4 | $304K | Sell |
4,495
-173
| -4% | -$11.7K | 0.09% | 165 |
|
|
2015
Q3 | $329K | Buy |
4,668
+40
| +0.9% | +$2.82K | 0.12% | 143 |
|
|
2015
Q2 | $309K | Buy |
4,628
+218
| +5% | +$14.6K | 0.1% | 157 |
|
|
2015
Q1 | $313K | Buy |
4,410
+10
| +0.2% | +$710 | 0.11% | 156 |
|
|
2014
Q4 | $338K | Buy |
4,400
+790
| +22% | +$60.7K | 0.13% | 138 |
|
|
2014
Q3 | $249K | Sell |
3,610
-20
| -0.6% | -$1.38K | 0.11% | 162 |
|
|
2014
Q2 | $260K | Sell |
3,630
-100
| -3% | -$7.16K | 0.11% | 151 |
|
|
2014
Q1 | $265K | Sell |
3,730
-19
| -0.5% | -$1.35K | 0.12% | 142 |
|
|
2013
Q4 | $243K | Sell |
3,749
-732
| -16% | -$47.4K | 0.12% | 139 |
|
|
2013
Q3 | $280K | Buy |
4,481
+415
| +10% | +$25.9K | 0.15% | 106 |
|
|
2013
Q2 | $231K | Buy |
+4,066
| New | +$231K | 0.13% | 131 |
|