SevenBridge Financial Group’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 | $232K | Buy |
+3,788
| New | +$232K | 0.04% | 198 |
|
|
2023
Q1 | – | Sell |
-16,638
| Closed | -$1.02M | – | 177 |
|
|
2022
Q4 | $1.02M | Sell |
16,638
-894
| -5% | -$54.8K | 0.3% | 88 |
|
|
2022
Q3 | $1.21M | Sell |
17,532
-748
| -4% | -$51.7K | 0.41% | 67 |
|
|
2022
Q2 | $1.46M | Sell |
18,280
-830
| -4% | -$66.2K | 0.59% | 51 |
|
|
2022
Q1 | $1.62M | Sell |
19,110
-1,256
| -6% | -$107K | 0.57% | 47 |
|
|
2021
Q4 | $1.6M | Sell |
20,366
-1,130
| -5% | -$88.8K | 0.48% | 58 |
|
|
2021
Q3 | $1.57M | Sell |
21,496
-1,500
| -7% | -$110K | 0.52% | 52 |
|
|
2021
Q2 | $1.69M | Buy |
22,996
+3
| +0% | +$221 | 0.55% | 49 |
|
|
2021
Q1 | $1.75M | Sell |
22,993
-1,085
| -5% | -$82.4K | 0.64% | 47 |
|
|
2020
Q4 | $1.81M | Buy |
24,078
+460
| +2% | +$34.6K | 0.71% | 44 |
|
|
2020
Q3 | $1.86M | Sell |
23,618
-665
| -3% | -$52.5K | 0.85% | 37 |
|
|
2020
Q2 | $1.97M | Buy |
24,283
+571
| +2% | +$46.3K | 0.98% | 30 |
|
|
2020
Q1 | $1.71M | Buy |
23,712
+1,877
| +9% | +$136K | 0.99% | 33 |
|
|
2019
Q4 | $1.81M | Buy |
21,835
+1,636
| +8% | +$135K | 0.47% | 41 |
|
|
2019
Q3 | $1.64M | Buy |
20,199
+3,370
| +20% | +$273K | 0.86% | 40 |
|
|
2019
Q2 | $1.3M | Buy |
16,829
+526
| +3% | +$40.7K | 0.47% | 46 |
|
|
2019
Q1 | $1.25M | Buy |
16,303
+1,017
| +7% | +$78K | 0.47% | 45 |
|
|
2018
Q4 | $1.09M | Buy |
15,286
+971
| +7% | +$69.4K | 0.67% | 46 |
|
|
2018
Q3 | $1.01M | Buy |
14,315
+2,185
| +18% | +$154K | 0.53% | 56 |
|
|
2018
Q2 | $827K | Buy |
12,130
+4,243
| +54% | +$289K | 0.46% | 67 |
|
|
2018
Q1 | $532K | Buy |
7,887
+2,053
| +35% | +$138K | 0.31% | 82 |
|
|
2017
Q4 | $473K | Buy |
5,834
+520
| +10% | +$42.2K | 0.26% | 90 |
|
|
2017
Q3 | $409K | Buy |
5,314
+116
| +2% | +$8.93K | 0.23% | 96 |
|
|
2017
Q2 | $398K | Buy |
5,198
+2,478
| +91% | +$190K | 0.24% | 91 |
|
|
2017
Q1 | $211K | Buy |
2,720
+2
| +0.1% | +$155 | 0.14% | 128 |
|
|
2016
Q4 | $199K | Hold |
2,718
| – | – | 0.14% | 131 |
|
|
2016
Q3 | $199K | Sell |
2,718
-19
| -0.7% | -$1.39K | 0.15% | 131 |
|
|
2016
Q2 | $213K | Buy |
+2,737
| New | +$213K | 0.15% | 131 |
|