SSWM
Sheets Smith Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
5,076
-708
| -12% | -$40K | 0.03% | 349 |
|
|
2025
Q1 | $324K | Sell |
5,784
-170
| -3% | -$9.53K | 0.04% | 294 |
|
|
2024
Q4 | $321K | Sell |
5,954
-260
| -4% | -$14K | 0.04% | 310 |
|
|
2024
Q3 | $359K | Sell |
6,214
-937
| -13% | -$54.1K | 0.04% | 296 |
|
|
2024
Q2 | $350K | Buy |
7,151
+118
| +2% | +$5.78K | 0.04% | 294 |
|
|
2024
Q1 | $346K | Buy |
7,033
+19
| +0.3% | +$935 | 0.04% | 305 |
|
|
2023
Q4 | $330K | Sell |
7,014
-397
| -5% | -$18.7K | 0.05% | 276 |
|
|
2023
Q3 | $331K | Buy |
7,411
+68
| +0.9% | +$3.04K | 0.05% | 263 |
|
|
2023
Q2 | $380K | Sell |
7,343
-1,455
| -17% | -$75.4K | 0.06% | 245 |
|
|
2023
Q1 | $492K | Sell |
8,798
-2,785
| -24% | -$156K | 0.08% | 200 |
|
|
2022
Q4 | $710K | Sell |
11,583
-2,352
| -17% | -$144K | 0.11% | 159 |
|
|
2022
Q3 | $963K | Sell |
13,935
-301
| -2% | -$20.8K | 0.16% | 130 |
|
|
2022
Q2 | $1.14M | Sell |
14,236
-371
| -3% | -$29.6K | 0.19% | 113 |
|
|
2022
Q1 | $1.24M | Sell |
14,607
-562
| -4% | -$47.7K | 0.17% | 124 |
|
|
2021
Q4 | $1.19M | Buy |
15,169
+1,502
| +11% | +$118K | 0.15% | 136 |
|
|
2021
Q3 | $998K | Sell |
13,667
-338
| -2% | -$24.7K | 0.14% | 145 |
|
|
2021
Q2 | $1.03M | Sell |
14,005
-1,227
| -8% | -$90.2K | 0.14% | 145 |
|
|
2021
Q1 | $1.16M | Buy |
15,232
+357
| +2% | +$27.1K | 0.17% | 132 |
|
|
2020
Q4 | $1.12M | Sell |
14,875
-98
| -0.7% | -$7.37K | 0.17% | 126 |
|
|
2020
Q3 | $1.18M | Sell |
14,973
-102
| -0.7% | -$8.05K | 0.21% | 105 |
|
|
2020
Q2 | $1.22M | Buy |
15,075
+985
| +7% | +$80K | 0.24% | 95 |
|
|
2020
Q1 | $1.02M | Sell |
14,090
-927
| -6% | -$66.9K | 0.21% | 106 |
|
|
2019
Q4 | $1.24M | Buy |
15,017
+860
| +6% | +$71.2K | 0.24% | 101 |
|
|
2019
Q3 | $1.15M | Buy |
14,157
+161
| +1% | +$13K | 0.24% | 109 |
|
|
2019
Q2 | $1.08M | Buy |
13,996
+504
| +4% | +$39K | 0.22% | 115 |
|
|
2019
Q1 | $1.03M | Buy |
13,492
+1,863
| +16% | +$143K | 0.22% | 119 |
|
|
2018
Q4 | $831K | Buy |
11,629
+1,627
| +16% | +$116K | 0.22% | 120 |
|
|
2018
Q3 | $703K | Buy |
10,002
+377
| +4% | +$26.5K | 0.15% | 169 |
|
|
2018
Q2 | $656K | Buy |
9,625
+3,780
| +65% | +$258K | 0.15% | 159 |
|
|
2018
Q1 | $394K | Buy |
5,845
+2,684
| +85% | +$181K | 0.09% | 212 |
|
|
2017
Q4 | $256K | Buy |
3,161
+27
| +0.9% | +$2.19K | 0.06% | 286 |
|
|
2017
Q3 | $241K | Buy |
3,134
+27
| +0.9% | +$2.08K | 0.06% | 285 |
|
|
2017
Q2 | $238K | Buy |
3,107
+26
| +0.8% | +$1.99K | 0.06% | 275 |
|
|
2017
Q1 | $239K | Buy |
3,081
+78
| +3% | +$6.05K | 0.06% | 264 |
|
|
2016
Q4 | $230K | Buy |
+3,003
| New | +$230K | 0.06% | 254 |
|