Sound Income Strategies’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 | $173K | Buy |
3,057
+2
| +0.1% | +$113 | 0.01% | 295 |
|
|
2025
Q1 | $171K | Buy |
3,055
+116
| +4% | +$6.5K | 0.01% | 308 |
|
|
2024
Q4 | $158K | Buy |
2,939
+84
| +3% | +$4.52K | 0.01% | 284 |
|
|
2024
Q3 | $165K | Sell |
2,855
-71
| -2% | -$4.1K | 0.01% | 269 |
|
|
2024
Q2 | $143K | Sell |
2,926
-71
| -2% | -$3.48K | 0.01% | 269 |
|
|
2024
Q1 | $147K | Sell |
2,997
-224
| -7% | -$11K | 0.01% | 251 |
|
|
2023
Q4 | $151K | Buy |
3,221
+756
| +31% | +$35.5K | 0.01% | 228 |
|
|
2023
Q3 | $110K | Sell |
2,465
-5
| -0.2% | -$223 | 0.01% | 196 |
|
|
2023
Q2 | $128K | Buy |
2,470
+1,127
| +84% | +$58.4K | 0.01% | 186 |
|
|
2023
Q1 | $75.1K | Buy |
1,343
+417
| +45% | +$23.3K | 0.01% | 234 |
|
|
2022
Q4 | $56.8K | Buy |
926
+1
| +0.1% | +$61 | 0.01% | 247 |
|
|
2022
Q3 | $64K | Buy |
925
+81
| +10% | +$5.6K | 0.01% | 209 |
|
|
2022
Q2 | $67K | Buy |
844
+1
| +0.1% | +$79 | 0.01% | 194 |
|
|
2022
Q1 | $72K | Buy |
843
+11
| +1% | +$940 | 0.01% | 192 |
|
|
2021
Q4 | $65K | Sell |
832
-753
| -48% | -$58.8K | 0.01% | 206 |
|
|
2021
Q3 | $116K | Buy |
1,585
+468
| +42% | +$34.3K | 0.02% | 161 |
|
|
2021
Q2 | $82K | Sell |
1,117
-1,088
| -49% | -$79.9K | 0.01% | 186 |
|
|
2021
Q1 | $167K | Sell |
2,205
-194
| -8% | -$14.7K | 0.03% | 134 |
|
|
2020
Q4 | $180K | Buy |
2,399
+216
| +10% | +$16.2K | 0.04% | 116 |
|
|
2020
Q3 | $172K | Buy |
2,183
+735
| +51% | +$57.9K | 0.05% | 97 |
|
|
2020
Q2 | $118K | Buy |
1,448
+248
| +21% | +$20.2K | 0.04% | 88 |
|
|
2020
Q1 | $87K | Buy |
1,200
+158
| +15% | +$11.5K | 0.03% | 88 |
|
|
2019
Q4 | $86K | Hold |
1,042
| – | – | 0.02% | 89 |
|
|
2019
Q3 | $84K | Buy |
1,042
+66
| +7% | +$5.32K | 0.03% | 86 |
|
|
2019
Q2 | $75K | Sell |
976
-61
| -6% | -$4.69K | 0.03% | 98 |
|
|
2019
Q1 | $79K | Buy |
1,037
+27
| +3% | +$2.06K | 0.04% | 97 |
|
|
2018
Q4 | $72K | Sell |
1,010
-30
| -3% | -$2.14K | 0.04% | 102 |
|
|
2018
Q3 | $73K | Buy |
1,040
+30
| +3% | +$2.11K | 0.04% | 98 |
|
|
2018
Q2 | $69K | Sell |
1,010
-1,513
| -60% | -$103K | 0.04% | 84 |
|
|
2018
Q1 | $170K | Buy |
2,523
+2,028
| +410% | +$137K | 0.11% | 53 |
|
|
2017
Q4 | $37K | Buy |
+495
| New | +$37K | 0.02% | 104 |
|