Sowell Financial Services’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 | $290K | Sell |
5,130
-465
| -8% | -$26.3K | 0.01% | 802 |
|
|
2025
Q1 | $314K | Buy |
+5,595
| New | +$314K | 0.01% | 747 |
|
|
2023
Q2 | – | Sell |
-4,768
| Closed | -$267K | – | 608 |
|
|
2023
Q1 | $267K | Buy |
+4,768
| New | +$267K | 0.02% | 599 |
|
|
2021
Q2 | – | Sell |
-4,389
| Closed | -$344K | – | 1018 |
|
|
2021
Q1 | $344K | Sell |
4,389
-115
| -3% | -$9.01K | 0.01% | 782 |
|
|
2020
Q4 | $339K | Sell |
4,504
-2,465
| -35% | -$186K | 0.01% | 645 |
|
|
2020
Q3 | $550K | Sell |
6,969
-712
| -9% | -$56.2K | 0.03% | 447 |
|
|
2020
Q2 | $624K | Buy |
7,681
+1,930
| +34% | +$157K | 0.03% | 395 |
|
|
2020
Q1 | $415K | Buy |
5,751
+3,331
| +138% | +$240K | 0.03% | 439 |
|
|
2019
Q4 | $200K | Sell |
2,420
-2,967
| -55% | -$245K | 0.02% | 713 |
|
|
2019
Q3 | $437K | Buy |
+5,387
| New | +$437K | 0.04% | 448 |
|
|
2019
Q1 | $366K | Sell |
4,771
-2,166
| -31% | -$166K | 0.04% | 410 |
|
|
2018
Q4 | $496K | Sell |
6,937
-1,553
| -18% | -$111K | 0.07% | 273 |
|
|
2018
Q3 | $597K | Buy |
8,490
+780
| +10% | +$54.8K | 0.09% | 175 |
|
|
2018
Q2 | $538K | Buy |
7,710
+1,542
| +25% | +$108K | 0.11% | 165 |
|
|
2018
Q1 | $408K | Buy |
6,168
+1,090
| +21% | +$72.1K | 0.1% | 175 |
|
|
2017
Q4 | $380K | Sell |
5,078
-2
| -0% | -$150 | 0.09% | 184 |
|
|
2017
Q3 | $409K | Buy |
+5,080
| New | +$409K | 0.11% | 159 |
|