Strategic Wealth Partners’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 | $622 | Buy |
+11
| New | +$622 | ﹤0.01% | 1070 |
|
|
2023
Q4 | – | Sell |
-39,162
| Closed | -$1.75M | – | 283 |
|
|
2023
Q3 | $1.75M | Sell |
39,162
-9,702
| -20% | -$433K | 0.23% | 110 |
|
|
2023
Q2 | $2.53M | Sell |
48,864
-371
| -0.8% | -$19.2K | 0.33% | 92 |
|
|
2023
Q1 | $2.75M | Buy |
49,235
+17,905
| +57% | +$1M | 0.42% | 68 |
|
|
2022
Q4 | $1.92M | Sell |
31,330
-31,462
| -50% | -$1.93M | 0.36% | 85 |
|
|
2022
Q3 | $4.34M | Sell |
62,792
-380
| -0.6% | -$26.3K | 0.92% | 19 |
|
|
2022
Q2 | $5.04M | Sell |
63,172
-1,483
| -2% | -$118K | 1.09% | 15 |
|
|
2022
Q1 | $5.49M | Sell |
64,655
-6,778
| -9% | -$576K | 1.07% | 18 |
|
|
2021
Q4 | $5.61M | Buy |
+71,433
| New | +$5.61M | 1.06% | 17 |
|
|
2019
Q4 | – | Sell |
-82
| Closed | -$6 | – | 207 |
|
|
2019
Q3 | $6 | Hold |
82
| – | – | ﹤0.01% | 621 |
|
|
2019
Q2 | $6K | Sell |
82
-34
| -29% | -$2.49K | ﹤0.01% | 611 |
|
|
2019
Q1 | $9K | Hold |
116
| – | – | ﹤0.01% | 570 |
|
|
2018
Q4 | $8K | Sell |
116
-55
| -32% | -$3.79K | ﹤0.01% | 518 |
|
|
2018
Q3 | $12K | Sell |
171
-47
| -22% | -$3.3K | 0.01% | 428 |
|
|
2018
Q2 | $15K | Sell |
218
-6,246
| -97% | -$430K | 0.01% | 468 |
|
|
2018
Q1 | $436K | Sell |
6,464
-1,005
| -13% | -$67.8K | 0.22% | 121 |
|
|
2017
Q4 | $607K | Buy |
+7,469
| New | +$607K | 0.34% | 102 |
|