Steward Partners Investment Advisory’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 | $8.65M | Buy |
153,111
+840
| +0.6% | +$47.5K | 0.07% | 286 |
|
|
2025
Q1 | $8.54M | Buy |
152,271
+20,853
| +16% | +$1.17M | 0.08% | 266 |
|
|
2024
Q4 | $7.08M | Sell |
131,418
-22,822
| -15% | -$1.23M | 0.06% | 299 |
|
|
2024
Q3 | $8.91M | Buy |
154,240
+3,722
| +2% | +$215K | 0.08% | 238 |
|
|
2024
Q2 | $7.38M | Buy |
150,518
+21,925
| +17% | +$1.07M | 0.08% | 253 |
|
|
2024
Q1 | $6.33M | Buy |
128,593
+4,485
| +4% | +$221K | 0.07% | 282 |
|
|
2023
Q4 | $5.83M | Buy |
124,108
+26,640
| +27% | +$1.25M | 0.08% | 252 |
|
|
2023
Q3 | $4.35M | Buy |
97,468
+6,421
| +7% | +$287K | 0.07% | 283 |
|
|
2023
Q2 | $4.72M | Buy |
91,047
+16,984
| +23% | +$880K | 0.07% | 271 |
|
|
2023
Q1 | $4.14M | Buy |
74,063
+3,734
| +5% | +$209K | 0.07% | 287 |
|
|
2022
Q4 | $4.31M | Sell |
70,329
-6,216
| -8% | -$381K | 0.07% | 277 |
|
|
2022
Q3 | $5.29M | Buy |
76,545
+3,836
| +5% | +$265K | 0.1% | 222 |
|
|
2022
Q2 | $5.8M | Sell |
72,709
-953
| -1% | -$76.1K | 0.11% | 206 |
|
|
2022
Q1 | $6.26M | Buy |
73,662
+3,993
| +6% | +$339K | 0.1% | 220 |
|
|
2021
Q4 | $5.47M | Sell |
69,669
-906
| -1% | -$71.2K | 0.08% | 250 |
|
|
2021
Q3 | $5.15M | Buy |
70,575
+2,437
| +4% | +$178K | 0.09% | 250 |
|
|
2021
Q2 | $5.01M | Sell |
68,138
-15,381
| -18% | -$1.13M | 0.08% | 249 |
|
|
2021
Q1 | $6.34M | Buy |
83,519
+20,019
| +32% | +$1.52M | 0.11% | 194 |
|
|
2020
Q4 | $4.78M | Sell |
63,500
-3,658
| -5% | -$275K | 0.1% | 202 |
|
|
2020
Q3 | $5.3M | Sell |
67,158
-3,823
| -5% | -$302K | 0.13% | 174 |
|
|
2020
Q2 | $5.76M | Buy |
70,981
+12,301
| +21% | +$999K | 0.16% | 150 |
|
|
2020
Q1 | $4.24M | Buy |
58,680
+4,179
| +8% | +$302K | 0.16% | 156 |
|
|
2019
Q4 | $4.51M | Buy |
54,501
+935
| +2% | +$77.4K | 0.13% | 170 |
|
|
2019
Q3 | $4.34M | Buy |
53,566
+1,093
| +2% | +$88.6K | 0.15% | 154 |
|
|
2019
Q2 | $4.06M | Buy |
52,473
+15,255
| +41% | +$1.18M | 0.15% | 149 |
|
|
2019
Q1 | $2.85M | Buy |
37,218
+2,702
| +8% | +$207K | 0.12% | 177 |
|
|
2018
Q4 | $2.47M | Buy |
34,516
+3,040
| +10% | +$217K | 0.12% | 193 |
|
|
2018
Q3 | $2.21M | Buy |
31,476
+5,110
| +19% | +$359K | 0.11% | 205 |
|
|
2018
Q2 | $1.8M | Buy |
26,366
+5,102
| +24% | +$348K | 0.11% | 212 |
|
|
2018
Q1 | $1.43M | Buy |
21,264
+2,413
| +13% | +$163K | 0.1% | 216 |
|
|
2017
Q4 | $1.53M | Buy |
18,851
+746
| +4% | +$60.5K | 0.12% | 189 |
|
|
2017
Q3 | $1.39M | Sell |
18,105
-371
| -2% | -$28.5K | 0.14% | 148 |
|
|
2017
Q2 | $1.42M | Sell |
18,476
-2,311
| -11% | -$177K | 0.16% | 141 |
|
|
2017
Q1 | $1.61M | Buy |
20,787
+437
| +2% | +$33.9K | 0.24% | 89 |
|
|
2016
Q4 | $1.56M | Buy |
+20,350
| New | +$1.56M | 0.71% | 29 |
|