SSG
Summit Securities Group’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.3K | Sell |
1,474
-226
| -13% | -$12.8K | 0.02% | 293 |
|
|
2025
Q1 | $95.3K | Sell |
1,700
-3,900
| -70% | -$219K | 0.01% | 144 |
|
|
2024
Q4 | $302K | Buy |
5,600
+5,500
| +5,500% | +$296K | 0.06% | 81 |
|
|
2024
Q3 | $6K | Sell |
100
-19,700
| -99% | -$1.18M | ﹤0.01% | 304 |
|
|
2024
Q2 | $970K | Buy |
+19,800
| New | +$970K | 0.18% | 29 |
|
|
2024
Q1 | – | Sell |
-88
| Closed | -$4K | – | 407 |
|
|
2023
Q4 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 375 |
|
|
2023
Q3 | – | Sell |
-1,093
| Closed | -$57K | – | 498 |
|
|
2023
Q2 | $57K | Sell |
1,093
-544
| -33% | -$28.4K | 0.01% | 271 |
|
|
2023
Q1 | $92K | Buy |
1,637
+795
| +94% | +$44.7K | 0.01% | 198 |
|
|
2022
Q4 | $52K | Sell |
842
-6,222
| -88% | -$384K | ﹤0.01% | 493 |
|
|
2022
Q3 | $488K | Buy |
7,064
+5,368
| +317% | +$371K | 0.04% | 141 |
|
|
2022
Q2 | $135K | Buy |
1,696
+564
| +50% | +$44.9K | 0.02% | 230 |
|
|
2022
Q1 | $96K | Buy |
+1,132
| New | +$96K | 0.01% | 332 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 411 |
|
|
2020
Q3 | – | Sell |
-5,000
| Closed | -$406K | – | 188 |
|
|
2020
Q2 | $406K | Buy |
+5,000
| New | +$406K | 0.05% | 80 |
|
|
2020
Q1 | – | Sell |
-2,600
| Closed | -$215K | – | 148 |
|
|
2019
Q4 | $215K | Buy |
+2,600
| New | +$215K | 0.02% | 184 |
|
|
2019
Q1 | – | Sell |
-39,500
| Closed | -$2.82M | – | 130 |
|
|
2018
Q4 | $2.82M | Buy |
+39,500
| New | +$2.82M | 0.24% | 22 |
|
|
2014
Q3 | – | Sell |
-1,100
| Closed | -$79K | – | 562 |
|
|
2014
Q2 | $79K | Buy |
1,100
+200
| +22% | +$14.4K | 0.03% | 249 |
|
|
2014
Q1 | $64K | Buy |
+900
| New | +$64K | 0.04% | 160 |
|