Simon Quick 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 | $415K | Buy |
7,334
+1,042
| +17% | +$58.9K | 0.02% | 498 |
|
|
2025
Q1 | $353K | Buy |
6,292
+2,042
| +48% | +$114K | 0.02% | 389 |
|
|
2024
Q4 | $229K | Buy |
4,250
+184
| +5% | +$9.91K | 0.01% | 410 |
|
|
2024
Q3 | $235K | Buy |
+4,066
| New | +$235K | 0.01% | 373 |
|
|
2020
Q1 | – | Sell |
-128
| Closed | -$11K | – | 526 |
|
|
2019
Q4 | $11K | Buy |
+128
| New | +$11K | ﹤0.01% | 388 |
|
|
2019
Q3 | – | Sell |
-35
| Closed | -$2.71K | – | 402 |
|
|
2019
Q2 | $2.71K | Sell |
35
-315
| -90% | -$24.4K | ﹤0.01% | 335 |
|
|
2019
Q1 | $27K | Buy |
+350
| New | +$27K | 0.01% | 268 |
|
|
2018
Q1 | – | Sell |
-62
| Closed | -$5K | – | 337 |
|
|
2017
Q4 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 364 |
|