Signature Estate & Investment Advisors’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 | $433K | Buy |
7,659
+387
| +5% | +$21.9K | 0.01% | 394 |
|
|
2025
Q1 | $408K | Sell |
7,272
-705
| -9% | -$39.5K | 0.01% | 379 |
|
|
2024
Q4 | $430K | Buy |
7,977
+665
| +9% | +$35.8K | 0.01% | 357 |
|
|
2024
Q3 | $423K | Buy |
7,312
+631
| +9% | +$36.5K | 0.01% | 340 |
|
|
2024
Q2 | $327K | Sell |
6,681
-124
| -2% | -$6.08K | 0.01% | 376 |
|
|
2024
Q1 | $335K | Buy |
6,805
+1,468
| +28% | +$72.2K | 0.01% | 133 |
|
|
2023
Q4 | $251K | Sell |
5,337
-155
| -3% | -$7.29K | 0.01% | 161 |
|
|
2023
Q3 | $245K | Sell |
5,492
-831
| -13% | -$37.1K | 0.01% | 154 |
|
|
2023
Q2 | $327K | Buy |
6,323
+88
| +1% | +$4.55K | 0.01% | 142 |
|
|
2023
Q1 | $349K | Buy |
6,235
+309
| +5% | +$17.3K | 0.01% | 140 |
|
|
2022
Q4 | $363K | Buy |
5,926
+1,112
| +23% | +$68.1K | 0.01% | 137 |
|
|
2022
Q3 | $333K | Sell |
4,814
-130
| -3% | -$8.99K | 0.02% | 127 |
|
|
2022
Q2 | $395K | Buy |
4,944
+1,819
| +58% | +$145K | 0.02% | 122 |
|
|
2022
Q1 | $266K | Sell |
3,125
-769
| -20% | -$65.5K | 0.01% | 142 |
|
|
2021
Q4 | $306K | Buy |
+3,894
| New | +$306K | 0.01% | 142 |
|