SFG
Sovereign Financial Group’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Sell |
13,969
-1,532
| -10% | -$86.6K | 0.16% | 117 |
|
|
2025
Q1 | $869K | Sell |
15,501
-1,005
| -6% | -$56.4K | 0.2% | 96 |
|
|
2024
Q4 | $889K | Buy |
16,506
+594
| +4% | +$32K | 0.2% | 95 |
|
|
2024
Q3 | $920K | Sell |
15,912
-157
| -1% | -$9.07K | 0.21% | 90 |
|
|
2024
Q2 | $787K | Sell |
16,069
-65
| -0.4% | -$3.19K | 0.2% | 100 |
|
|
2024
Q1 | $794K | Buy |
16,134
+631
| +4% | +$31K | 0.21% | 95 |
|
|
2023
Q4 | $729K | Sell |
15,503
-735
| -5% | -$34.5K | 0.22% | 82 |
|
|
2023
Q3 | $725K | Sell |
16,238
-283
| -2% | -$12.6K | 0.26% | 79 |
|
|
2023
Q2 | $856K | Buy |
16,521
+4,111
| +33% | +$213K | 0.28% | 89 |
|
|
2023
Q1 | $694K | Sell |
12,410
-7
| -0.1% | -$391 | 0.26% | 96 |
|
|
2022
Q4 | $761K | Sell |
12,417
-126
| -1% | -$7.73K | 0.3% | 87 |
|
|
2022
Q3 | $867K | Sell |
12,543
-19
| -0.2% | -$1.31K | 0.35% | 71 |
|
|
2022
Q2 | $1M | Sell |
12,562
-472
| -4% | -$37.7K | 0.4% | 63 |
|
|
2022
Q1 | $1.11M | Buy |
13,034
+62
| +0.5% | +$5.27K | 0.41% | 67 |
|
|
2021
Q4 | $1.02M | Sell |
12,972
-497
| -4% | -$39K | 0.41% | 64 |
|
|
2021
Q3 | $984K | Sell |
13,469
-465
| -3% | -$34K | 0.57% | 44 |
|
|
2021
Q2 | $1.06M | Hold |
13,934
| – | – | 0.64% | 41 |
|
|
2021
Q1 | $1.06M | Buy |
13,934
+30
| +0.2% | +$2.28K | 0.66% | 39 |
|
|
2020
Q4 | $1.05M | Buy |
+13,904
| New | +$1.05M | 0.75% | 36 |
|