Stonegate Investment Group’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 | $969K | Buy |
17,145
+1,975
| +13% | +$112K | 0.02% | 184 |
|
|
2025
Q1 | $851K | Sell |
15,170
-151
| -1% | -$8.47K | 0.02% | 167 |
|
|
2024
Q4 | $825K | Buy |
15,321
+243
| +2% | +$13.1K | 0.02% | 170 |
|
|
2024
Q3 | $871K | Buy |
15,078
+727
| +5% | +$42K | 0.02% | 178 |
|
|
2024
Q2 | $703K | Buy |
14,351
+1,288
| +10% | +$63.1K | 0.02% | 192 |
|
|
2024
Q1 | $643K | Sell |
13,063
-158
| -1% | -$7.77K | 0.02% | 192 |
|
|
2023
Q4 | $621K | Buy |
13,221
+383
| +3% | +$18K | 0.02% | 190 |
|
|
2023
Q3 | $573K | Sell |
12,838
-8,933
| -41% | -$399K | 0.02% | 193 |
|
|
2023
Q2 | $1.13M | Sell |
21,771
-485
| -2% | -$25.1K | 0.04% | 153 |
|
|
2023
Q1 | $1.24M | Sell |
22,256
-2,113
| -9% | -$118K | 0.05% | 138 |
|
|
2022
Q4 | $1.49M | Sell |
24,369
-13,837
| -36% | -$848K | 0.06% | 114 |
|
|
2022
Q3 | $2.64M | Sell |
38,206
-1,052
| -3% | -$72.7K | 0.12% | 92 |
|
|
2022
Q2 | $3.13M | Buy |
39,258
+7,028
| +22% | +$561K | 0.14% | 88 |
|
|
2022
Q1 | $2.74M | Sell |
32,230
-430
| -1% | -$36.5K | 0.09% | 84 |
|
|
2021
Q4 | $2.57M | Buy |
+32,660
| New | +$2.57M | 0.11% | 89 |
|