Stokes Family Office’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 | $396K | Hold |
7,002
| – | – | 0.04% | 179 |
|
|
2025
Q1 | $393K | Buy |
7,002
+20
| +0.3% | +$1.12K | 0.04% | 178 |
|
|
2024
Q4 | $376K | Sell |
6,982
-704
| -9% | -$37.9K | 0.04% | 185 |
|
|
2024
Q3 | $444K | Buy |
7,686
+2,393
| +45% | +$138K | 0.05% | 165 |
|
|
2024
Q2 | $259K | Buy |
5,293
+350
| +7% | +$17.2K | 0.03% | 196 |
|
|
2024
Q1 | $243K | Buy |
4,943
+8
| +0.2% | +$394 | 0.03% | 204 |
|
|
2023
Q4 | $232K | Sell |
4,935
-12
| -0.2% | -$564 | 0.03% | 194 |
|
|
2023
Q3 | $221K | Sell |
4,947
-4,234
| -46% | -$189K | 0.03% | 290 |
|
|
2023
Q2 | $475K | Sell |
9,181
-34
| -0.4% | -$1.76K | 0.05% | 183 |
|
|
2023
Q1 | $515K | Buy |
9,215
+67
| +0.7% | +$3.75K | 0.06% | 165 |
|
|
2022
Q4 | $561K | Sell |
9,148
-719
| -7% | -$44.1K | 0.07% | 151 |
|
|
2022
Q3 | $682K | Sell |
9,867
-113
| -1% | -$7.81K | 0.1% | 130 |
|
|
2022
Q2 | $797K | Buy |
9,980
+42
| +0.4% | +$3.35K | 0.11% | 123 |
|
|
2022
Q1 | $844K | Buy |
9,938
+192
| +2% | +$16.3K | 0.11% | 117 |
|
|
2021
Q4 | $766K | Buy |
9,746
+724
| +8% | +$56.9K | 0.1% | 123 |
|
|
2021
Q3 | $659K | Buy |
9,022
+79
| +0.9% | +$5.77K | 0.09% | 125 |
|
|
2021
Q2 | $658K | Buy |
8,943
+11
| +0.1% | +$809 | 0.09% | 122 |
|
|
2021
Q1 | $678K | Buy |
8,932
+428
| +5% | +$32.5K | 0.11% | 112 |
|
|
2020
Q4 | $639K | Buy |
8,504
+69
| +0.8% | +$5.19K | 0.13% | 104 |
|
|
2020
Q3 | $666K | Buy |
8,435
+131
| +2% | +$10.3K | 0.15% | 97 |
|
|
2020
Q2 | $674K | Buy |
8,304
+83
| +1% | +$6.74K | 0.17% | 90 |
|
|
2020
Q1 | $593K | Buy |
8,221
+511
| +7% | +$36.9K | 0.16% | 86 |
|
|
2019
Q4 | $639K | Buy |
+7,710
| New | +$639K | 0.14% | 89 |
|