SBIA
Sheaff Brock Investment Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $220K | Buy |
+3,915
| New | +$220K | 0.02% | 384 |
|
|
2023
Q4 | – | Sell |
-4,760
| Closed | -$213K | – | 481 |
|
|
2023
Q3 | $213K | Sell |
4,760
-100
| -2% | -$4.47K | 0.02% | 386 |
|
|
2023
Q2 | $252K | Hold |
4,860
| – | – | 0.02% | 375 |
|
|
2023
Q1 | $272K | Hold |
4,860
| – | – | 0.03% | 364 |
|
|
2022
Q4 | $298K | Buy |
4,860
+70
| +1% | +$4.29K | 0.03% | 337 |
|
|
2022
Q3 | $331K | Buy |
4,790
+5
| +0.1% | +$346 | 0.04% | 301 |
|
|
2022
Q2 | $382K | Sell |
4,785
-115
| -2% | -$9.18K | 0.03% | 282 |
|
|
2022
Q1 | $416K | Buy |
4,900
+625
| +15% | +$53.1K | 0.03% | 300 |
|
|
2021
Q4 | $336K | Sell |
4,275
-3,389
| -44% | -$266K | 0.02% | 345 |
|
|
2021
Q3 | $560K | Sell |
7,664
-75
| -1% | -$5.48K | 0.04% | 243 |
|
|
2021
Q2 | $570K | Sell |
7,739
-782
| -9% | -$57.6K | 0.04% | 246 |
|
|
2021
Q1 | $647K | Hold |
8,521
| – | – | 0.05% | 211 |
|
|
2020
Q4 | $641K | Sell |
8,521
-1,460
| -15% | -$110K | 0.05% | 197 |
|
|
2020
Q3 | $788K | Sell |
9,981
-293
| -3% | -$23.1K | 0.07% | 157 |
|
|
2020
Q2 | $834K | Buy |
10,274
+863
| +9% | +$70.1K | 0.08% | 148 |
|
|
2020
Q1 | $679K | Sell |
9,411
-4,452
| -32% | -$321K | 0.09% | 139 |
|
|
2019
Q4 | $1.15M | Buy |
13,863
+336
| +2% | +$27.8K | 0.11% | 121 |
|
|
2019
Q3 | $1.1M | Buy |
13,527
+100
| +0.7% | +$8.1K | 0.12% | 122 |
|
|
2019
Q2 | $1.04M | Buy |
13,427
+75
| +0.6% | +$5.8K | 0.11% | 136 |
|
|
2019
Q1 | $1.02M | Sell |
13,352
-1,041
| -7% | -$79.8K | 0.12% | 135 |
|
|
2018
Q4 | $1.03M | Sell |
14,393
-4,049
| -22% | -$289K | 0.16% | 111 |
|
|
2018
Q3 | $1.3M | Buy |
18,442
+79
| +0.4% | +$5.55K | 0.12% | 107 |
|
|
2018
Q2 | $1.25M | Sell |
18,363
-4,158
| -18% | -$283K | 0.12% | 111 |
|
|
2018
Q1 | $1.52M | Buy |
22,521
+7,756
| +53% | +$523K | 0.16% | 96 |
|
|
2017
Q4 | $1.2M | Sell |
14,765
-163
| -1% | -$13.2K | 0.16% | 128 |
|
|
2017
Q3 | $1.15M | Buy |
14,928
+279
| +2% | +$21.5K | 0.15% | 125 |
|
|
2017
Q2 | $1.12M | Buy |
14,649
+328
| +2% | +$25.1K | 0.15% | 134 |
|
|
2017
Q1 | $1.11M | Buy |
14,321
+27
| +0.2% | +$2.1K | 0.14% | 132 |
|
|
2016
Q4 | $1.1M | Buy |
14,294
+1,808
| +14% | +$139K | 0.14% | 143 |
|
|
2016
Q3 | $927K | Buy |
12,486
+94
| +0.8% | +$6.98K | 0.12% | 158 |
|
|
2016
Q2 | $966K | Sell |
12,392
-830
| -6% | -$64.7K | 0.12% | 171 |
|
|
2016
Q1 | $993K | Buy |
13,222
+322
| +2% | +$24.2K | 0.12% | 168 |
|
|
2015
Q4 | $872K | Buy |
+12,900
| New | +$872K | 0.1% | 204 |
|