SS&H Financial Advisors’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 | $480K | Sell |
8,493
-100
| -1% | -$5.65K | 0.16% | 90 |
|
|
2025
Q1 | $482K | Sell |
8,593
-450
| -5% | -$25.2K | 0.18% | 87 |
|
|
2024
Q4 | $488K | Hold |
9,043
| – | – | 0.18% | 93 |
|
|
2024
Q3 | $523K | Hold |
9,043
| – | – | 0.19% | 88 |
|
|
2024
Q2 | $443K | Sell |
9,043
-2,000
| -18% | -$98K | 0.17% | 94 |
|
|
2024
Q1 | $543K | Sell |
11,043
-700
| -6% | -$34.4K | 0.23% | 84 |
|
|
2023
Q4 | $552K | Sell |
11,743
-150
| -1% | -$7.05K | 0.23% | 83 |
|
|
2023
Q3 | $531K | Buy |
+11,893
| New | +$531K | 0.25% | 82 |
|
|
2023
Q1 | $740K | Sell |
13,243
-400
| -3% | -$22.4K | 0.34% | 67 |
|
|
2022
Q4 | $837K | Hold |
13,643
| – | – | 0.4% | 66 |
|
|
2022
Q3 | $943K | Hold |
13,643
| – | – | 0.49% | 60 |
|
|
2022
Q2 | $1.09M | Hold |
13,643
| – | – | 0.5% | 57 |
|
|
2022
Q1 | $1.16M | Buy |
+13,643
| New | +$1.16M | 0.45% | 60 |
|