SFA
Semmax Financial Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.9K | Sell |
435
-62
| -12% | -$3.83K | 0.01% | 208 |
|
|
2025
Q1 | $27.4K | Buy |
497
+8
| +2% | +$441 | 0.01% | 188 |
|
|
2024
Q4 | $27.7K | Buy |
489
+38
| +8% | +$2.15K | 0.01% | 178 |
|
|
2024
Q3 | $25.7K | Sell |
451
-53
| -11% | -$3.02K | 0.01% | 173 |
|
|
2024
Q2 | $27.8K | Sell |
504
-519
| -51% | -$28.6K | 0.01% | 174 |
|
|
2024
Q1 | $54.3K | Sell |
1,023
-582
| -36% | -$30.9K | 0.02% | 143 |
|
|
2023
Q4 | $71.2K | Sell |
1,605
-937
| -37% | -$41.6K | 0.03% | 131 |
|
|
2023
Q3 | $113K | Buy |
+2,542
| New | +$113K | 0.05% | 107 |
|
|
2022
Q4 | $2.86M | Sell |
45,665
-860
| -2% | -$53.8K | 1.14% | 37 |
|
|
2022
Q3 | $2.93M | Buy |
46,525
+4,693
| +11% | +$295K | 1.24% | 32 |
|
|
2022
Q2 | $3.44M | Buy |
41,832
+4,791
| +13% | +$394K | 1.4% | 32 |
|
|
2022
Q1 | $3.15M | Buy |
37,041
+2,047
| +6% | +$174K | 1.24% | 32 |
|
|
2021
Q4 | $2.75M | Sell |
34,994
-2,715
| -7% | -$213K | 1.02% | 41 |
|
|
2021
Q3 | $2.75M | Sell |
37,709
-2,856
| -7% | -$209K | 0.95% | 46 |
|
|
2021
Q2 | $2.98M | Buy |
40,565
+10,831
| +36% | +$797K | 0.95% | 43 |
|
|
2021
Q1 | $2.26M | Buy |
29,734
+1,434
| +5% | +$109K | 0.8% | 48 |
|
|
2020
Q4 | $2.13M | Buy |
28,300
+887
| +3% | +$66.7K | 0.88% | 47 |
|
|
2020
Q3 | $2.16M | Sell |
27,413
-13,901
| -34% | -$1.1M | 1.03% | 35 |
|
|
2020
Q2 | $3.35M | Buy |
41,314
+3,865
| +10% | +$314K | 1.76% | 16 |
|
|
2020
Q1 | $2.7M | Buy |
37,449
+1,490
| +4% | +$108K | 1.71% | 16 |
|
|
2019
Q4 | $2.98M | Buy |
35,959
+3,286
| +10% | +$272K | 1.64% | 18 |
|
|
2019
Q3 | $2.65M | Buy |
32,673
+5,286
| +19% | +$428K | 1.59% | 20 |
|
|
2019
Q2 | $2.12M | Buy |
27,387
+7,762
| +40% | +$600K | 1.37% | 22 |
|
|
2019
Q1 | $1.5M | Sell |
19,625
-1,769
| -8% | -$136K | 1.04% | 21 |
|
|
2018
Q4 | $1.53M | Buy |
+21,394
| New | +$1.53M | 1.19% | 18 |
|