SFA
Sequoia Financial Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
27,207
+9,085
| +50% | +$513K | 0.01% | 541 |
|
|
2025
Q1 | $1.02M | Sell |
18,122
-1,307
| -7% | -$73.3K | 0.01% | 609 |
|
|
2024
Q4 | $1.05M | Buy |
19,429
+1,144
| +6% | +$61.6K | 0.01% | 565 |
|
|
2024
Q3 | $1.06M | Buy |
18,285
+1,458
| +9% | +$84.3K | 0.01% | 528 |
|
|
2024
Q2 | $825K | Buy |
16,827
+1,762
| +12% | +$86.3K | 0.01% | 531 |
|
|
2024
Q1 | $741K | Sell |
15,065
-3,871
| -20% | -$190K | 0.01% | 565 |
|
|
2023
Q4 | $890K | Buy |
18,936
+8,484
| +81% | +$399K | 0.01% | 560 |
|
|
2023
Q3 | $467K | Buy |
10,452
+1,219
| +13% | +$54.5K | 0.01% | 536 |
|
|
2023
Q2 | $478K | Buy |
9,233
+2,108
| +30% | +$109K | 0.01% | 537 |
|
|
2023
Q1 | $398K | Sell |
7,125
-255
| -3% | -$14.3K | 0.01% | 531 |
|
|
2022
Q4 | $453K | Buy |
7,380
+2,138
| +41% | +$131K | 0.01% | 460 |
|
|
2022
Q3 | $362K | Sell |
5,242
-1,956
| -27% | -$135K | 0.01% | 345 |
|
|
2022
Q2 | $575K | Buy |
7,198
+3
| +0% | +$240 | 0.02% | 302 |
|
|
2022
Q1 | $611K | Buy |
7,195
+1,661
| +30% | +$141K | 0.02% | 319 |
|
|
2021
Q4 | $435K | Buy |
+5,534
| New | +$435K | 0.01% | 356 |
|
|
2021
Q3 | – | Sell |
-7,363
| Closed | -$542K | – | 301 |
|
|
2021
Q2 | $542K | Buy |
7,363
+3,739
| +103% | +$275K | 0.02% | 267 |
|
|
2021
Q1 | $275K | Sell |
3,624
-244
| -6% | -$18.5K | 0.01% | 357 |
|
|
2020
Q4 | $291K | Sell |
3,868
-194
| -5% | -$14.6K | 0.01% | 325 |
|
|
2020
Q3 | $321K | Sell |
4,062
-252
| -6% | -$19.9K | 0.02% | 285 |
|
|
2020
Q2 | $350K | Sell |
4,314
-212
| -5% | -$17.2K | 0.02% | 269 |
|
|
2020
Q1 | $327K | Buy |
4,526
+702
| +18% | +$50.7K | 0.02% | 254 |
|
|
2019
Q4 | $317K | Sell |
3,824
-3,277
| -46% | -$272K | 0.02% | 290 |
|
|
2019
Q3 | $575K | Sell |
7,101
-1,046
| -13% | -$84.7K | 0.04% | 180 |
|
|
2019
Q2 | $630K | Sell |
8,147
-78
| -0.9% | -$6.03K | 0.05% | 170 |
|
|
2019
Q1 | $631K | Buy |
8,225
+3,638
| +79% | +$279K | 0.05% | 161 |
|
|
2018
Q4 | $328K | Buy |
4,587
+1,158
| +34% | +$82.8K | 0.04% | 194 |
|
|
2018
Q3 | $241K | Sell |
3,429
-20
| -0.6% | -$1.41K | 0.02% | 266 |
|
|
2018
Q2 | $235K | Buy |
3,449
+20
| +0.6% | +$1.36K | 0.03% | 271 |
|
|
2018
Q1 | $231K | Sell |
3,429
-407
| -11% | -$27.4K | 0.02% | 262 |
|
|
2017
Q4 | $311K | Buy |
3,836
+256
| +7% | +$20.8K | 0.03% | 221 |
|
|
2017
Q3 | $275K | Buy |
3,580
+828
| +30% | +$63.6K | 0.03% | 219 |
|
|
2017
Q2 | $211K | Hold |
2,752
| – | – | 0.03% | 259 |
|
|
2017
Q1 | $213K | Hold |
2,752
| – | – | 0.03% | 248 |
|
|
2016
Q4 | $211K | Buy |
+2,752
| New | +$211K | 0.03% | 253 |
|