SFI
SPC Financial Inc’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Buy |
12,179
+172
| +1% | +$9.72K | 0.06% | 146 |
|
|
2025
Q1 | $673K | Buy |
12,007
+402
| +3% | +$22.5K | 0.06% | 148 |
|
|
2024
Q4 | $625K | Sell |
11,605
-89
| -0.8% | -$4.79K | 0.05% | 145 |
|
|
2024
Q3 | $676K | Buy |
11,694
+1,600
| +16% | +$92.5K | 0.06% | 138 |
|
|
2024
Q2 | $495K | Sell |
10,094
-200
| -2% | -$9.8K | 0.05% | 158 |
|
|
2024
Q1 | $506K | Sell |
10,294
-354
| -3% | -$17.4K | 0.05% | 156 |
|
|
2023
Q4 | $500K | Buy |
10,648
+370
| +4% | +$17.4K | 0.05% | 146 |
|
|
2023
Q3 | $459K | Buy |
10,278
+949
| +10% | +$42.4K | 0.05% | 148 |
|
|
2023
Q2 | $483K | Sell |
9,329
-735
| -7% | -$38.1K | 0.05% | 141 |
|
|
2023
Q1 | $563K | Buy |
10,064
+46
| +0.5% | +$2.57K | 0.06% | 123 |
|
|
2022
Q4 | $614K | Sell |
10,018
-29
| -0.3% | -$1.78K | 0.07% | 117 |
|
|
2022
Q3 | $694K | Buy |
10,047
+210
| +2% | +$14.5K | 0.09% | 103 |
|
|
2022
Q2 | $785K | Sell |
9,837
-341
| -3% | -$27.2K | 0.1% | 92 |
|
|
2022
Q1 | $865K | Buy |
10,178
+636
| +7% | +$54.1K | 0.1% | 82 |
|
|
2021
Q4 | $750K | Buy |
9,542
+234
| +3% | +$18.4K | 0.08% | 95 |
|
|
2021
Q3 | $680K | Buy |
9,308
+241
| +3% | +$17.6K | 0.08% | 91 |
|
|
2021
Q2 | $667K | Sell |
9,067
-999
| -10% | -$73.5K | 0.08% | 90 |
|
|
2021
Q1 | $765K | Sell |
10,066
-395
| -4% | -$30K | 0.1% | 84 |
|
|
2020
Q4 | $787K | Sell |
10,461
-220
| -2% | -$16.6K | 0.11% | 84 |
|
|
2020
Q3 | $843K | Buy |
10,681
+67
| +0.6% | +$5.29K | 0.15% | 70 |
|
|
2020
Q2 | $862K | Buy |
10,614
+200
| +2% | +$16.2K | 0.18% | 70 |
|
|
2020
Q1 | $752K | Sell |
10,414
-1,119
| -10% | -$80.8K | 0.19% | 71 |
|
|
2019
Q4 | $955K | Buy |
11,533
+2,625
| +29% | +$217K | 0.17% | 69 |
|
|
2019
Q3 | $722K | Hold |
8,908
| – | – | 0.15% | 73 |
|
|
2019
Q2 | $689K | Hold |
8,908
| – | – | 0.14% | 77 |
|
|
2019
Q1 | $683K | Sell |
8,908
-40
| -0.4% | -$3.07K | 0.15% | 80 |
|
|
2018
Q4 | $639K | Buy |
8,948
+398
| +5% | +$28.4K | 0.18% | 72 |
|
|
2018
Q3 | $601K | Buy |
8,550
+300
| +4% | +$21.1K | 0.12% | 83 |
|
|
2018
Q2 | $562K | Buy |
8,250
+1,059
| +15% | +$72.1K | 0.12% | 85 |
|
|
2018
Q1 | $485K | Sell |
7,191
-1,426
| -17% | -$96.2K | 0.11% | 87 |
|
|
2017
Q4 | $698K | Buy |
8,617
+1,550
| +22% | +$126K | 0.16% | 73 |
|
|
2017
Q3 | $544K | Sell |
7,067
-133
| -2% | -$10.2K | 0.13% | 75 |
|
|
2017
Q2 | $552K | Buy |
7,200
+200
| +3% | +$15.3K | 0.15% | 69 |
|
|
2017
Q1 | $543K | Buy |
7,000
+250
| +4% | +$19.4K | 0.15% | 68 |
|
|
2016
Q4 | $517K | Sell |
6,750
-1,200
| -15% | -$91.9K | 0.16% | 70 |
|
|
2016
Q3 | $590K | Buy |
7,950
+133
| +2% | +$9.87K | 0.19% | 66 |
|
|
2016
Q2 | $609K | Sell |
7,817
-124
| -2% | -$9.66K | 0.22% | 68 |
|
|
2016
Q1 | $597K | Sell |
7,941
-100
| -1% | -$7.52K | 0.23% | 67 |
|
|
2015
Q4 | $544K | Buy |
8,041
+750
| +10% | +$50.7K | 0.21% | 70 |
|
|
2015
Q3 | $513K | Buy |
7,291
+1,300
| +22% | +$91.5K | 0.22% | 68 |
|
|
2015
Q2 | $401K | Buy |
5,991
+300
| +5% | +$20.1K | 0.11% | 90 |
|
|
2015
Q1 | $403K | Sell |
5,691
-950
| -14% | -$67.3K | 0.11% | 87 |
|
|
2014
Q4 | $511K | Hold |
6,641
| – | – | 0.15% | 74 |
|
|
2014
Q3 | $459K | Sell |
6,641
-60,834
| -90% | -$4.2M | 0.13% | 78 |
|
|
2014
Q2 | $4.83M | Buy |
67,475
+100
| +0.1% | +$7.15K | 1.35% | 28 |
|
|
2014
Q1 | $4.78M | Buy |
67,375
+8,175
| +14% | +$580K | 1.45% | 25 |
|
|
2013
Q4 | $3.83M | Buy |
59,200
+1,300
| +2% | +$84.1K | 1.2% | 31 |
|
|
2013
Q3 | $3.62M | Sell |
57,900
-509
| -0.9% | -$31.8K | 1.28% | 28 |
|
|
2013
Q2 | $3.32M | Buy |
+58,409
| New | +$3.32M | 1.28% | 26 |
|