Spirit of America Management Corp’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 | $1.16M | Buy |
20,600
+1,000
| +5% | +$56.5K | 0.24% | 107 |
|
|
2025
Q1 | $1.1M | Buy |
19,600
+2,750
| +16% | +$154K | 0.22% | 104 |
|
|
2024
Q4 | $908K | Buy |
16,850
+1,750
| +12% | +$94.3K | 0.18% | 122 |
|
|
2024
Q3 | $873K | Hold |
15,100
| – | – | 0.17% | 121 |
|
|
2024
Q2 | $740K | Hold |
15,100
| – | – | 0.15% | 125 |
|
|
2024
Q1 | $743K | Sell |
15,100
-1,500
| -9% | -$73.8K | 0.15% | 124 |
|
|
2023
Q4 | $780K | Hold |
16,600
| – | – | 0.17% | 121 |
|
|
2023
Q3 | $742K | Sell |
16,600
-15,792
| -49% | -$705K | 0.17% | 108 |
|
|
2023
Q2 | $1.68M | Sell |
32,392
-10,550
| -25% | -$546K | 0.38% | 65 |
|
|
2023
Q1 | $2.4M | Buy |
42,942
+1,900
| +5% | +$106K | 0.54% | 48 |
|
|
2022
Q4 | $2.52M | Sell |
41,042
-7,000
| -15% | -$429K | 0.56% | 45 |
|
|
2022
Q3 | $3.32M | Sell |
48,042
-1,000
| -2% | -$69.1K | 0.79% | 31 |
|
|
2022
Q2 | $3.91M | Sell |
49,042
-16,900
| -26% | -$1.35M | 0.89% | 29 |
|
|
2022
Q1 | $5.6M | Sell |
65,942
-21,000
| -24% | -$1.78M | 1.1% | 27 |
|
|
2021
Q4 | $6.83M | Sell |
86,942
-9,000
| -9% | -$707K | 1.37% | 15 |
|
|
2021
Q3 | $7.01M | Sell |
95,942
-4,300
| -4% | -$314K | 1.51% | 15 |
|
|
2021
Q2 | $7.37M | Sell |
100,242
-9,700
| -9% | -$714K | 1.58% | 16 |
|
|
2021
Q1 | $8.35M | Sell |
109,942
-9,200
| -8% | -$699K | 1.98% | 12 |
|
|
2020
Q4 | $8.96M | Hold |
119,142
| – | – | 2.24% | 10 |
|
|
2020
Q3 | $9.4M | Buy |
119,142
+1,450
| +1% | +$114K | 2.56% | 7 |
|
|
2020
Q2 | $9.55M | Buy |
117,692
+40,800
| +53% | +$3.31M | 2.45% | 10 |
|
|
2020
Q1 | $5.55M | Sell |
76,892
-1,815
| -2% | -$131K | 1.79% | 11 |
|
|
2019
Q4 | $6.52M | Sell |
78,707
-615
| -0.8% | -$50.9K | 1.14% | 23 |
|
|
2019
Q3 | $6.43M | Buy |
79,322
+13,100
| +20% | +$1.06M | 1.04% | 27 |
|
|
2019
Q2 | $5.12M | Hold |
66,222
| – | – | 0.77% | 38 |
|
|
2019
Q1 | $5.08M | Buy |
+66,222
| New | +$5.08M | 0.74% | 38 |
|