SWA
SOA Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.2K | Buy |
1,119
+10
| +0.9% | +$565 | 0.01% | 328 |
|
|
2025
Q1 | $62.2K | Buy |
1,109
+10
| +0.9% | +$561 | 0.01% | 310 |
|
|
2024
Q4 | $59.2K | Buy |
1,099
+10
| +0.9% | +$539 | 0.01% | 311 |
|
|
2024
Q3 | $63K | Sell |
1,089
-619
| -36% | -$35.8K | 0.01% | 285 |
|
|
2024
Q2 | $83.7K | Buy |
1,708
+10
| +0.6% | +$490 | 0.02% | 261 |
|
|
2024
Q1 | $83.5K | Buy |
1,698
+11
| +0.7% | +$541 | 0.02% | 258 |
|
|
2023
Q4 | $79.3K | Buy |
1,687
+10
| +0.6% | +$470 | 0.02% | 257 |
|
|
2023
Q3 | $74.9K | Sell |
1,677
-739
| -31% | -$33K | 0.02% | 251 |
|
|
2023
Q2 | $125K | Buy |
2,416
+482
| +25% | +$25K | 0.03% | 211 |
|
|
2023
Q1 | $108K | Sell |
1,934
-157
| -8% | -$8.78K | 0.03% | 220 |
|
|
2022
Q4 | $128K | Buy |
2,091
+9
| +0.4% | +$552 | 0.03% | 197 |
|
|
2022
Q3 | $143K | Buy |
2,082
+6
| +0.3% | +$412 | 0.04% | 170 |
|
|
2022
Q2 | $165K | Buy |
2,076
+6
| +0.3% | +$477 | 0.05% | 159 |
|
|
2022
Q1 | $175K | Buy |
2,070
+6
| +0.3% | +$507 | 0.04% | 178 |
|
|
2021
Q4 | $162K | Buy |
2,064
+5
| +0.2% | +$392 | 0.04% | 179 |
|
|
2021
Q3 | $150K | Buy |
2,059
+69
| +3% | +$5.03K | 0.04% | 182 |
|
|
2021
Q2 | $146K | Sell |
1,990
-28
| -1% | -$2.05K | 0.04% | 184 |
|
|
2021
Q1 | $153K | Hold |
2,018
| – | – | 0.04% | 161 |
|
|
2020
Q4 | $147K | Buy |
+2,018
| New | +$147K | 0.04% | 154 |
|