Sigma Planning Corp’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 | $1.01M | Sell |
17,880
-5,962
| -25% | -$337K | 0.03% | 499 |
|
|
2025
Q1 | $1.34M | Sell |
23,842
-272
| -1% | -$15.3K | 0.04% | 387 |
|
|
2024
Q4 | $1.3M | Buy |
24,114
+910
| +4% | +$49K | 0.04% | 404 |
|
|
2024
Q3 | $1.34M | Buy |
23,204
+1,073
| +5% | +$62K | 0.04% | 403 |
|
|
2024
Q2 | $1.08M | Sell |
22,131
-196
| -0.9% | -$9.6K | 0.03% | 462 |
|
|
2024
Q1 | $1.1M | Buy |
22,327
+13,397
| +150% | +$659K | 0.03% | 470 |
|
|
2023
Q4 | $420K | Sell |
8,930
-23,861
| -73% | -$1.12M | 0.03% | 514 |
|
|
2023
Q3 | $1.46M | Sell |
32,791
-4,760
| -13% | -$213K | 0.05% | 346 |
|
|
2023
Q2 | $1.94M | Sell |
37,551
-6,050
| -14% | -$313K | 0.07% | 287 |
|
|
2023
Q1 | $2.44M | Sell |
43,601
-4,139
| -9% | -$231K | 0.08% | 248 |
|
|
2022
Q4 | $2.93M | Buy |
47,740
+11,305
| +31% | +$693K | 0.1% | 199 |
|
|
2022
Q3 | $2.52M | Buy |
36,435
+7,118
| +24% | +$492K | 0.1% | 209 |
|
|
2022
Q2 | $2.34M | Sell |
29,317
-1,177
| -4% | -$93.9K | 0.08% | 242 |
|
|
2022
Q1 | $2.59M | Sell |
30,494
-1,374
| -4% | -$117K | 0.08% | 259 |
|
|
2021
Q4 | $2.5M | Sell |
31,868
-1,254
| -4% | -$98.5K | 0.07% | 277 |
|
|
2021
Q3 | $2.42M | Sell |
33,122
-11,218
| -25% | -$819K | 0.07% | 277 |
|
|
2021
Q2 | $3.26M | Sell |
44,340
-270
| -0.6% | -$19.9K | 0.1% | 225 |
|
|
2021
Q1 | $3.39M | Buy |
44,610
+7,956
| +22% | +$604K | 0.11% | 220 |
|
|
2020
Q4 | $2.76M | Buy |
36,654
+5,504
| +18% | +$414K | 0.09% | 218 |
|
|
2020
Q3 | $2.46M | Sell |
31,150
-1,014
| -3% | -$80K | 0.1% | 214 |
|
|
2020
Q2 | $2.61M | Buy |
32,164
+3,537
| +12% | +$287K | 0.11% | 184 |
|
|
2020
Q1 | $2.07M | Sell |
28,627
-1,064
| -4% | -$76.8K | 0.12% | 167 |
|
|
2019
Q4 | $2.46M | Sell |
29,691
-2,707
| -8% | -$224K | 0.1% | 201 |
|
|
2019
Q3 | $2.63M | Sell |
32,398
-276
| -0.8% | -$22.4K | 0.13% | 178 |
|
|
2019
Q2 | $2.53M | Buy |
32,674
+1,494
| +5% | +$116K | 0.13% | 177 |
|
|
2019
Q1 | $2.39M | Buy |
31,180
+2,207
| +8% | +$169K | 0.14% | 173 |
|
|
2018
Q4 | $2.07M | Sell |
28,973
-470
| -2% | -$33.6K | 0.15% | 147 |
|
|
2018
Q3 | $2.07M | Buy |
29,443
+3,272
| +13% | +$230K | 0.12% | 177 |
|
|
2018
Q2 | $1.78M | Buy |
26,171
+5,079
| +24% | +$346K | 0.12% | 189 |
|
|
2018
Q1 | $1.42M | Sell |
21,092
-4,136
| -16% | -$279K | 0.1% | 206 |
|
|
2017
Q4 | $2.05M | Sell |
25,228
-2,481
| -9% | -$201K | 0.16% | 160 |
|
|
2017
Q3 | $2.13M | Buy |
27,709
+3,449
| +14% | +$265K | 0.18% | 145 |
|
|
2017
Q2 | $1.86M | Buy |
24,260
+2,205
| +10% | +$169K | 0.17% | 151 |
|
|
2017
Q1 | $1.71M | Buy |
22,055
+9,063
| +70% | +$703K | 0.17% | 159 |
|
|
2016
Q4 | $995K | Buy |
12,992
+1,243
| +11% | +$95.2K | 0.11% | 213 |
|
|
2016
Q3 | $873K | Sell |
11,749
-446
| -4% | -$33.1K | 0.1% | 221 |
|
|
2016
Q2 | $950K | Buy |
12,195
+1,089
| +10% | +$84.8K | 0.12% | 186 |
|
|
2016
Q1 | $834K | Buy |
11,106
+542
| +5% | +$40.7K | 0.11% | 213 |
|
|
2015
Q4 | $715K | Sell |
10,564
-10,839
| -51% | -$734K | 0.1% | 232 |
|
|
2015
Q3 | $1.51M | Sell |
21,403
-910
| -4% | -$64K | 0.24% | 97 |
|
|
2015
Q2 | $1.49M | Buy |
22,313
+5,141
| +30% | +$344K | 0.21% | 120 |
|
|
2015
Q1 | $1.22M | Sell |
17,172
-30,623
| -64% | -$2.17M | 0.16% | 152 |
|
|
2014
Q4 | $3.68M | Buy |
+47,795
| New | +$3.68M | 0.49% | 43 |
|