SWM
SeaCrest Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Buy |
8,558
+490
| +6% | +$27.7K | 0.05% | 321 |
|
|
2025
Q1 | $452K | Sell |
8,068
-64
| -0.8% | -$3.59K | 0.05% | 358 |
|
|
2024
Q4 | $438K | Sell |
8,132
-105
| -1% | -$5.66K | 0.05% | 376 |
|
|
2024
Q3 | $476K | Buy |
8,237
+172
| +2% | +$9.94K | 0.05% | 352 |
|
|
2024
Q2 | $395K | Sell |
8,065
-262
| -3% | -$12.8K | 0.05% | 382 |
|
|
2024
Q1 | $410K | Sell |
8,327
-7,317
| -47% | -$360K | 0.05% | 358 |
|
|
2023
Q4 | $767K | Sell |
15,644
-669
| -4% | -$32.8K | 0.09% | 224 |
|
|
2023
Q3 | $729K | Buy |
16,313
+12
| +0.1% | +$536 | 0.09% | 224 |
|
|
2023
Q2 | $844K | Sell |
16,301
-1,182
| -7% | -$61.2K | 0.11% | 206 |
|
|
2023
Q1 | $977K | Buy |
17,483
+598
| +4% | +$33.4K | 0.13% | 171 |
|
|
2022
Q4 | $1.04M | Buy |
16,885
+2,467
| +17% | +$151K | 0.15% | 155 |
|
|
2022
Q3 | $996K | Sell |
14,418
-969
| -6% | -$66.9K | 0.15% | 146 |
|
|
2022
Q2 | $1.23M | Sell |
15,387
-1,183
| -7% | -$94.4K | 0.15% | 135 |
|
|
2022
Q1 | $1.41M | Sell |
16,570
-394
| -2% | -$33.5K | 0.16% | 132 |
|
|
2021
Q4 | $1.33M | Sell |
16,964
-594
| -3% | -$46.7K | 0.15% | 141 |
|
|
2021
Q3 | $1.28M | Buy |
17,558
+130
| +0.7% | +$9.49K | 0.15% | 141 |
|
|
2021
Q2 | $1.28M | Sell |
17,428
-293
| -2% | -$21.6K | 0.15% | 136 |
|
|
2021
Q1 | $1.35M | Sell |
17,721
-4,288
| -19% | -$326K | 0.18% | 117 |
|
|
2020
Q4 | $1.66M | Sell |
22,009
-1,544
| -7% | -$116K | 0.23% | 92 |
|
|
2020
Q3 | $1.86M | Buy |
23,553
+3,413
| +17% | +$269K | 0.3% | 73 |
|
|
2020
Q2 | $1.64M | Buy |
20,140
+3,877
| +24% | +$315K | 0.28% | 77 |
|
|
2020
Q1 | $1.17M | Sell |
16,263
-1,475
| -8% | -$106K | 0.25% | 87 |
|
|
2019
Q4 | $1.47M | Buy |
17,738
+2,615
| +17% | +$217K | 0.25% | 88 |
|
|
2019
Q3 | $1.23M | Buy |
15,123
+429
| +3% | +$34.8K | 0.23% | 100 |
|
|
2019
Q2 | $1.14M | Buy |
14,694
+173
| +1% | +$13.4K | 0.23% | 103 |
|
|
2019
Q1 | $1.11M | Buy |
14,521
+1,591
| +12% | +$122K | 0.19% | 108 |
|
|
2018
Q4 | $924K | Sell |
12,930
-59
| -0.5% | -$4.22K | 0.19% | 108 |
|
|
2018
Q3 | $913K | Sell |
12,989
-180
| -1% | -$12.7K | 0.15% | 132 |
|
|
2018
Q2 | $898K | Sell |
13,169
-212
| -2% | -$14.5K | 0.16% | 123 |
|
|
2018
Q1 | $902K | Buy |
13,381
+120
| +0.9% | +$8.09K | 0.17% | 118 |
|
|
2017
Q4 | $1.08M | Buy |
+13,261
| New | +$1.08M | 0.2% | 100 |
|