Stratos Wealth 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 | $565K | Sell |
10,001
-853
| -8% | -$48.2K | 0.03% | 429 |
|
|
2025
Q1 | $609K | Sell |
10,854
-12
| -0.1% | -$673 | 0.03% | 399 |
|
|
2024
Q4 | $585K | Sell |
10,866
-565
| -5% | -$30.4K | 0.03% | 433 |
|
|
2024
Q3 | $661K | Buy |
11,431
+204
| +2% | +$11.8K | 0.03% | 436 |
|
|
2024
Q2 | $550K | Buy |
+11,227
| New | +$550K | 0.03% | 447 |
|
|
2024
Q1 | – | Sell |
-10,007
| Closed | -$470K | – | 670 |
|
|
2023
Q4 | $470K | Buy |
10,007
+486
| +5% | +$22.8K | 0.03% | 473 |
|
|
2023
Q3 | $425K | Buy |
9,521
+1,173
| +14% | +$52.4K | 0.03% | 454 |
|
|
2023
Q2 | $432K | Buy |
8,348
+77
| +0.9% | +$3.99K | 0.03% | 447 |
|
|
2023
Q1 | $462K | Buy |
8,271
+82
| +1% | +$4.59K | 0.04% | 433 |
|
|
2022
Q4 | $502K | Sell |
8,189
-446
| -5% | -$27.4K | 0.04% | 401 |
|
|
2022
Q3 | $597K | Sell |
8,635
-2,573
| -23% | -$178K | 0.06% | 327 |
|
|
2022
Q2 | $895K | Sell |
11,208
-336
| -3% | -$26.8K | 0.08% | 282 |
|
|
2022
Q1 | $981K | Buy |
11,544
+281
| +2% | +$23.9K | 0.08% | 277 |
|
|
2021
Q4 | $885K | Buy |
11,263
+3,715
| +49% | +$292K | 0.06% | 303 |
|
|
2021
Q3 | $551K | Sell |
7,548
-4,624
| -38% | -$338K | 0.05% | 340 |
|
|
2021
Q2 | $896K | Buy |
12,172
+3,586
| +42% | +$264K | 0.08% | 253 |
|
|
2021
Q1 | $652K | Sell |
8,586
-437
| -5% | -$33.2K | 0.07% | 276 |
|
|
2020
Q4 | $679K | Buy |
9,023
+3,226
| +56% | +$243K | 0.09% | 211 |
|
|
2020
Q3 | $458K | Sell |
5,797
-60
| -1% | -$4.74K | 0.11% | 193 |
|
|
2020
Q2 | $476K | Buy |
5,857
+1,163
| +25% | +$94.5K | 0.15% | 150 |
|
|
2020
Q1 | $339K | Buy |
4,694
+226
| +5% | +$16.3K | 0.24% | 97 |
|
|
2019
Q4 | $370K | Sell |
4,468
-602
| -12% | -$49.9K | 0.21% | 109 |
|
|
2019
Q3 | $411K | Buy |
5,070
+1,441
| +40% | +$117K | 0.16% | 140 |
|
|
2019
Q2 | $281K | Buy |
3,629
+6
| +0.2% | +$465 | 0.11% | 190 |
|
|
2019
Q1 | $278K | Buy |
3,623
+7
| +0.2% | +$537 | 0.15% | 166 |
|
|
2018
Q4 | $258K | Buy |
+3,616
| New | +$258K | 0.17% | 156 |
|