Sugarloaf Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $80.8K | Hold |
1,500
| – | – | 0.02% | 243 |
|
|
2024
Q3 | $86.7K | Hold |
1,500
| – | – | 0.02% | 243 |
|
|
2024
Q2 | $73.5K | Buy |
+1,500
| New | +$73.5K | 0.01% | 255 |
|
|
2023
Q4 | – | Sell |
-1,500
| Closed | -$67K | – | 692 |
|
|
2023
Q3 | $67K | Hold |
1,500
| – | – | 0.02% | 253 |
|
|
2023
Q2 | $77.7K | Sell |
1,500
-45
| -3% | -$2.33K | 0.02% | 237 |
|
|
2023
Q1 | $86.4K | Hold |
1,545
| – | – | 0.02% | 215 |
|
|
2022
Q4 | $94.7K | Hold |
1,545
| – | – | 0.02% | 200 |
|
|
2022
Q3 | $107K | Hold |
1,545
| – | – | 0.03% | 188 |
|
|
2022
Q2 | $123K | Sell |
1,545
-491
| -24% | -$39.1K | 0.03% | 165 |
|
|
2022
Q1 | $173K | Buy |
2,036
+4
| +0.2% | +$340 | 0.04% | 134 |
|
|
2021
Q4 | $160K | Sell |
2,032
-496
| -20% | -$39.1K | 0.04% | 148 |
|
|
2021
Q3 | $185K | Sell |
2,528
-310
| -11% | -$22.7K | 0.05% | 130 |
|
|
2021
Q2 | $209K | Buy |
2,838
+9
| +0.3% | +$663 | 0.06% | 121 |
|
|
2021
Q1 | $215 | Sell |
2,829
-92
| -3% | -$7 | 0.06% | 115 |
|
|
2020
Q4 | $220K | Buy |
2,921
+10
| +0.3% | +$753 | 0.07% | 108 |
|
|
2020
Q3 | $230K | Sell |
2,911
-798
| -22% | -$63.1K | 0.08% | 99 |
|
|
2020
Q2 | $301K | Buy |
3,709
+7
| +0.2% | +$568 | 0.12% | 86 |
|
|
2020
Q1 | $267K | Sell |
3,702
-197
| -5% | -$14.2K | 0.12% | 87 |
|
|
2019
Q4 | $323K | Buy |
+3,899
| New | +$323K | 0.14% | 94 |
|