Summit Financial Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $308K | Sell |
6,252
-216
| -3% | -$10.6K | 0.11% | 154 |
|
|
2023
Q4 | $304K | Sell |
6,468
-78
| -1% | -$3.67K | 0.12% | 151 |
|
|
2023
Q3 | $292K | Sell |
6,546
-202
| -3% | -$9.02K | 0.12% | 150 |
|
|
2023
Q2 | $349K | Sell |
6,748
-443
| -6% | -$22.9K | 0.14% | 142 |
|
|
2023
Q1 | $402K | Hold |
7,191
| – | – | 0.15% | 136 |
|
|
2022
Q4 | $441K | Sell |
7,191
-355
| -5% | -$21.8K | 0.17% | 130 |
|
|
2022
Q3 | $521K | Sell |
7,546
-411
| -5% | -$28.4K | 0.22% | 113 |
|
|
2022
Q2 | $635K | Sell |
7,957
-78
| -1% | -$6.23K | 0.25% | 105 |
|
|
2022
Q1 | $683K | Hold |
8,035
| – | – | 0.23% | 106 |
|
|
2021
Q4 | $632K | Hold |
8,035
| – | – | 0.21% | 114 |
|
|
2021
Q3 | $587K | Hold |
8,035
| – | – | 0.21% | 116 |
|
|
2021
Q2 | $591K | Buy |
8,035
+849
| +12% | +$62.4K | 0.22% | 109 |
|
|
2021
Q1 | $546K | Sell |
7,186
-702
| -9% | -$53.3K | 0.23% | 104 |
|
|
2020
Q4 | $594K | Buy |
7,888
+1,420
| +22% | +$107K | 0.26% | 91 |
|
|
2020
Q3 | $511K | Sell |
6,468
-119
| -2% | -$9.4K | 0.25% | 90 |
|
|
2020
Q2 | $535K | Sell |
6,587
-35
| -0.5% | -$2.84K | 0.28% | 83 |
|
|
2020
Q1 | $478K | Sell |
6,622
-35
| -0.5% | -$2.53K | 0.29% | 80 |
|
|
2019
Q4 | $551K | Sell |
6,657
-424
| -6% | -$35.1K | 0.26% | 88 |
|
|
2019
Q3 | $574K | Sell |
7,081
-1,335
| -16% | -$108K | 0.29% | 86 |
|
|
2019
Q2 | $651K | Sell |
8,416
-286
| -3% | -$22.1K | 0.29% | 82 |
|
|
2019
Q1 | $667K | Sell |
8,702
-713
| -8% | -$54.7K | 0.52% | 58 |
|
|
2018
Q4 | $672K | Sell |
9,415
-399
| -4% | -$28.5K | 0.57% | 57 |
|
|
2018
Q3 | $689K | Sell |
9,814
-6,182
| -39% | -$434K | 0.51% | 60 |
|
|
2018
Q2 | $1.09M | Sell |
15,996
-1,313
| -8% | -$89.5K | 0.85% | 37 |
|
|
2018
Q1 | $1.17M | Buy |
17,309
+648
| +4% | +$43.7K | 0.91% | 35 |
|
|
2017
Q4 | $1.35M | Sell |
16,661
-416
| -2% | -$33.7K | 1.1% | 28 |
|
|
2017
Q3 | $1.31M | Buy |
17,077
+835
| +5% | +$64.2K | 1.09% | 29 |
|
|
2017
Q2 | $1.25M | Buy |
+16,242
| New | +$1.25M | 1.08% | 29 |
|