Stratos 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 | $1.77M | Sell |
31,318
-1,774
| -5% | -$100K | 0.02% | 531 |
|
|
2025
Q1 | $1.86M | Sell |
33,092
-3,025
| -8% | -$170K | 0.03% | 471 |
|
|
2024
Q4 | $1.95M | Sell |
36,117
-3,374
| -9% | -$182K | 0.03% | 486 |
|
|
2024
Q3 | $2.28M | Buy |
39,491
+4,608
| +13% | +$266K | 0.03% | 430 |
|
|
2024
Q2 | $1.71M | Sell |
34,883
-631
| -2% | -$30.9K | 0.03% | 480 |
|
|
2024
Q1 | $1.75M | Buy |
35,514
+852
| +2% | +$41.9K | 0.03% | 475 |
|
|
2023
Q4 | $1.63M | Sell |
34,662
-3,370
| -9% | -$158K | 0.03% | 469 |
|
|
2023
Q3 | $1.7M | Sell |
38,032
-26,017
| -41% | -$1.16M | 0.04% | 412 |
|
|
2023
Q2 | $3.32M | Buy |
64,049
+3,444
| +6% | +$178K | 0.08% | 262 |
|
|
2023
Q1 | $3.39M | Sell |
60,605
-4,017
| -6% | -$225K | 0.09% | 215 |
|
|
2022
Q4 | $3.96M | Buy |
64,622
+8,970
| +16% | +$550K | 0.1% | 203 |
|
|
2022
Q3 | $3.85M | Sell |
55,652
-2,675
| -5% | -$185K | 0.11% | 193 |
|
|
2022
Q2 | $4.66M | Buy |
58,327
+2,638
| +5% | +$211K | 0.12% | 179 |
|
|
2022
Q1 | $4.73M | Buy |
55,689
+1,811
| +3% | +$154K | 0.11% | 198 |
|
|
2021
Q4 | $4.23M | Sell |
53,878
-2,037
| -4% | -$160K | 0.09% | 211 |
|
|
2021
Q3 | $4.08M | Sell |
55,915
-3,922
| -7% | -$286K | 0.1% | 205 |
|
|
2021
Q2 | $4.4M | Sell |
59,837
-378
| -0.6% | -$27.8K | 0.11% | 202 |
|
|
2021
Q1 | $4.57M | Sell |
60,215
-7,854
| -12% | -$597K | 0.13% | 181 |
|
|
2020
Q4 | $5.12M | Sell |
68,069
-648
| -0.9% | -$48.7K | 0.15% | 155 |
|
|
2020
Q3 | $5.42M | Buy |
68,717
+853
| +1% | +$67.3K | 0.18% | 133 |
|
|
2020
Q2 | $5.51M | Buy |
67,864
+3,155
| +5% | +$256K | 0.2% | 122 |
|
|
2020
Q1 | $4.67M | Sell |
64,709
-2,863
| -4% | -$207K | 0.21% | 106 |
|
|
2019
Q4 | $5.6M | Buy |
67,572
+12,287
| +22% | +$1.02M | 0.22% | 101 |
|
|
2019
Q3 | $4.48M | Buy |
55,285
+814
| +1% | +$66K | 0.19% | 113 |
|
|
2019
Q2 | $4.21M | Buy |
54,471
+1,900
| +4% | +$147K | 0.18% | 122 |
|
|
2019
Q1 | $4.03M | Buy |
52,571
+9,030
| +21% | +$692K | 0.18% | 119 |
|
|
2018
Q4 | $3.11M | Buy |
43,541
+204
| +0.5% | +$14.6K | 0.16% | 141 |
|
|
2018
Q3 | $3.05M | Sell |
43,337
-1,420
| -3% | -$99.8K | 0.14% | 157 |
|
|
2018
Q2 | $3.05M | Sell |
44,757
-556
| -1% | -$37.9K | 0.14% | 170 |
|
|
2018
Q1 | $3.06M | Buy |
45,313
+2,061
| +5% | +$139K | 0.13% | 166 |
|
|
2017
Q4 | $3.51M | Sell |
43,252
-2,560
| -6% | -$208K | 0.16% | 134 |
|
|
2017
Q3 | $3.52M | Sell |
45,812
-421
| -0.9% | -$32.4K | 0.17% | 134 |
|
|
2017
Q2 | $3.54M | Buy |
46,233
+2,538
| +6% | +$194K | 0.18% | 125 |
|
|
2017
Q1 | $3.39M | Buy |
43,695
+4,579
| +12% | +$355K | 0.19% | 117 |
|
|
2016
Q4 | $3M | Buy |
39,116
+811
| +2% | +$62.1K | 0.19% | 118 |
|
|
2016
Q3 | $2.85M | Buy |
38,305
+2,247
| +6% | +$167K | 0.19% | 108 |
|
|
2016
Q2 | $2.81M | Buy |
36,058
+6,891
| +24% | +$537K | 0.21% | 96 |
|
|
2016
Q1 | $2.19M | Buy |
29,167
+11,067
| +61% | +$831K | 0.19% | 98 |
|
|
2015
Q4 | $1.22M | Sell |
18,100
-64
| -0.4% | -$4.33K | 0.1% | 156 |
|
|
2015
Q3 | $1.28M | Sell |
18,164
-1,890
| -9% | -$133K | 0.16% | 118 |
|
|
2015
Q2 | $1.34M | Buy |
20,054
+1,252
| +7% | +$83.7K | 0.17% | 123 |
|
|
2015
Q1 | $1.33M | Buy |
18,802
+3,991
| +27% | +$283K | 0.16% | 136 |
|
|
2014
Q4 | $1.14M | Buy |
14,811
+2,231
| +18% | +$172K | 0.21% | 118 |
|
|
2014
Q3 | $869K | Buy |
12,580
+251
| +2% | +$17.3K | 0.2% | 110 |
|
|
2014
Q2 | $884K | Buy |
+12,329
| New | +$884K | 0.29% | 99 |
|