Sunbelt Securities’s Dominion Energy D Stock Holding History

Sunbelt Securities’s Portfolio D Stock Details D Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$383K	Buy	7,110 +310	+5%	+$16.7K	0.03%	416
2025 Q1	$381K	Sell	6,800 -310	-4%	-$17.4K	0.03%	389
2024 Q4	$383K	Buy	7,110 +761	+12%	+$41K	0.03%	419
2024 Q3	$367K	Sell	6,349 -36	-0.6%	-$2.08K	0.04%	430
2024 Q2	$313K	Sell	6,385 -289	-4%	-$14.2K	0.03%	449
2024 Q1	$328K	Buy	6,674 +46	+0.7%	+$2.26K	0.04%	413
2023 Q4	$312K	Buy	6,628 +239	+4%	+$11.2K	0.04%	403
2023 Q3	$285K	Buy	6,389 +427	+7%	+$19.1K	0.04%	417
2023 Q2	$309K	Sell	5,962 -363	-6%	-$18.8K	0.04%	385
2023 Q1	$352K	Sell	6,325 -1,164	-16%	-$64.8K	0.06%	321
2022 Q4	$459K	Buy	7,489 +831	+12%	+$51K	0.09%	259
2022 Q3	$460K	Sell	6,658 -223	-3%	-$15.4K	0.1%	248
2022 Q2	$549K	Sell	6,881 -773	-10%	-$61.7K	0.12%	223
2022 Q1	$654K	Sell	7,654 -2,344	-23%	-$200K	0.12%	203
2021 Q4	$803K	Sell	9,998 -1,477	-13%	-$119K	0.13%	186
2021 Q3	$885K	Hold	11,475	–	–	0.16%	151
2021 Q2	$885K	Sell	11,475 -1,119	-9%	-$86.3K	0.16%	151
2021 Q1	$957K	Sell	12,594 -478	-4%	-$36.3K	0.19%	141
2020 Q4	$983K	Buy	13,072 +1,583	+14%	+$119K	0.2%	123
2020 Q3	$907K	Sell	11,489 -5,217	-31%	-$412K	0.25%	103
2020 Q2	$1.36M	Buy	16,706 +414	+3%	+$33.6K	0.47%	58
2020 Q1	$1.18M	Sell	16,292 -31,082	-66%	-$2.24M	0.05%	133
2019 Q4	$3.92M	Sell	47,374 -1,373	-3%	-$114K	0.41%	53
2019 Q3	$3.95M	Buy	48,747 +32,945	+208%	+$2.67M	0.44%	48
2019 Q2	$1.22M	Buy	15,802 +3,650	+30%	+$282K	0.53%	54
2019 Q1	$932K	Buy	12,152 +5,383	+80%	+$413K	0.47%	61
2018 Q4	$484K	Buy	6,769 +1,472	+28%	+$105K	0.28%	98
2018 Q3	$372K	Buy	5,297 +424	+9%	+$29.8K	0.2%	144
2018 Q2	$332K	Buy	4,873 +1,410	+41%	+$96.1K	0.2%	146
2018 Q1	$234K	Hold	3,463	–	–	0.21%	161
2017 Q4	$281K	Buy	3,463 +49	+1%	+$3.98K	0.27%	121
2017 Q3	$263K	Buy	+3,414	New	+$263K	0.28%	126