Sittner & Nelson’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 | $124K | Hold |
2,198
| – | – | 0.05% | 178 |
|
|
2025
Q1 | $123K | Sell |
2,198
-350
| -14% | -$19.6K | 0.05% | 170 |
|
|
2024
Q4 | $137K | Hold |
2,548
| – | – | 0.06% | 149 |
|
|
2024
Q3 | $147K | Hold |
2,548
| – | – | 0.07% | 149 |
|
|
2024
Q2 | $125K | Hold |
2,548
| – | – | 0.06% | 145 |
|
|
2024
Q1 | $125K | Hold |
2,548
| – | – | 0.06% | 146 |
|
|
2023
Q4 | $120K | Hold |
2,548
| – | – | 0.06% | 143 |
|
|
2023
Q3 | $114K | Hold |
2,548
| – | – | 0.07% | 143 |
|
|
2023
Q2 | $132K | Hold |
2,548
| – | – | 0.07% | 135 |
|
|
2023
Q1 | $142K | Hold |
2,548
| – | – | 0.08% | 140 |
|
|
2022
Q4 | $156K | Hold |
2,548
| – | – | 0.1% | 132 |
|
|
2022
Q3 | $176K | Hold |
2,548
| – | – | 0.12% | 113 |
|
|
2022
Q2 | $203K | Hold |
2,548
| – | – | 0.13% | 102 |
|
|
2022
Q1 | $217K | Hold |
2,548
| – | – | 0.13% | 98 |
|
|
2021
Q4 | $200K | Sell |
2,548
-37
| -1% | -$2.9K | 0.12% | 100 |
|
|
2021
Q3 | $189K | Hold |
2,585
| – | – | 0.12% | 97 |
|
|
2021
Q2 | $190K | Buy |
2,585
+2,184
| +545% | +$161K | 0.13% | 91 |
|
|
2021
Q1 | $30K | Hold |
401
| – | – | 0.02% | 208 |
|
|
2020
Q4 | $30K | Buy |
+401
| New | +$30K | 0.03% | 195 |
|