Spire Wealth Management’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 | $951K | Sell |
16,823
-6,588
| -28% | -$372K | 0.03% | 372 |
|
|
2025
Q1 | $1.31M | Sell |
23,411
-1,429
| -6% | -$80.1K | 0.04% | 343 |
|
|
2024
Q4 | $1.34M | Sell |
24,840
-5,884
| -19% | -$317K | 0.04% | 327 |
|
|
2024
Q3 | $1.78M | Buy |
30,724
+16,240
| +112% | +$939K | 0.06% | 257 |
|
|
2024
Q2 | $710K | Sell |
14,484
-6,385
| -31% | -$313K | 0.03% | 417 |
|
|
2024
Q1 | $1.03M | Buy |
20,869
+621
| +3% | +$30.5K | 0.02% | 370 |
|
|
2023
Q4 | $918K | Sell |
20,248
-1,014
| -5% | -$46K | 0.03% | 385 |
|
|
2023
Q3 | $950K | Sell |
21,262
-2,669
| -11% | -$119K | 0.04% | 341 |
|
|
2023
Q2 | $1.24M | Buy |
23,931
+721
| +3% | +$37.3K | 0.05% | 308 |
|
|
2023
Q1 | $1.3M | Buy |
23,210
+9,829
| +73% | +$550K | 0.05% | 301 |
|
|
2022
Q4 | $821K | Buy |
13,381
+630
| +5% | +$38.7K | 0.05% | 264 |
|
|
2022
Q3 | $881K | Sell |
12,751
-15,708
| -55% | -$1.09M | 0.05% | 229 |
|
|
2022
Q2 | $2.27M | Sell |
28,459
-13,873
| -33% | -$1.11M | 0.09% | 189 |
|
|
2022
Q1 | $3.6M | Sell |
42,332
-7,457
| -15% | -$634K | 0.1% | 192 |
|
|
2021
Q4 | $3.91M | Buy |
49,789
+4,654
| +10% | +$366K | 0.09% | 204 |
|
|
2021
Q3 | $3.3M | Buy |
45,135
+2,525
| +6% | +$184K | 0.09% | 209 |
|
|
2021
Q2 | $3.14M | Sell |
42,610
-14,205
| -25% | -$1.05M | 0.08% | 215 |
|
|
2021
Q1 | $4.31M | Buy |
+56,815
| New | +$4.31M | 0.11% | 174 |
|