TWA
TCI Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Buy |
14,200
+24
| +0.2% | +$1.36K | 0.06% | 111 |
|
|
2025
Q1 | $795K | Buy |
14,176
+100
| +0.7% | +$5.61K | 0.06% | 97 |
|
|
2024
Q4 | $758K | Buy |
14,076
+243
| +2% | +$13.1K | 0.06% | 95 |
|
|
2024
Q3 | $799K | Buy |
13,833
+12
| +0.1% | +$693 | 0.07% | 94 |
|
|
2024
Q2 | $677K | Buy |
13,821
+44
| +0.3% | +$2.16K | 0.06% | 99 |
|
|
2024
Q1 | $678K | Buy |
13,777
+1
| +0% | +$49 | 0.07% | 101 |
|
|
2023
Q4 | $647K | Sell |
13,776
-642
| -4% | -$30.2K | 0.07% | 97 |
|
|
2023
Q3 | $644K | Buy |
14,418
+645
| +5% | +$28.8K | 0.08% | 93 |
|
|
2023
Q2 | $713K | Sell |
13,773
-1
| -0% | -$52 | 0.09% | 87 |
|
|
2023
Q1 | $770K | Sell |
13,774
-115
| -0.8% | -$6.43K | 0.1% | 82 |
|
|
2022
Q4 | $852K | Sell |
13,889
-535
| -4% | -$32.8K | 0.12% | 73 |
|
|
2022
Q3 | $997K | Sell |
14,424
-1,384
| -9% | -$95.7K | 0.16% | 57 |
|
|
2022
Q2 | $1.26M | Buy |
15,808
+334
| +2% | +$26.7K | 0.19% | 53 |
|
|
2022
Q1 | $1.32M | Buy |
15,474
+889
| +6% | +$75.5K | 0.2% | 52 |
|
|
2021
Q4 | $1.15M | Sell |
14,585
-445
| -3% | -$35K | 0.17% | 57 |
|
|
2021
Q3 | $1.1M | Buy |
15,030
+6
| +0% | +$438 | 0.17% | 58 |
|
|
2021
Q2 | $1.11M | Sell |
15,024
-683
| -4% | -$50.2K | 0.19% | 52 |
|
|
2021
Q1 | $1.19M | Buy |
15,707
+20
| +0.1% | +$1.52K | 0.51% | 45 |
|
|
2020
Q4 | $1.18M | Buy |
15,687
+449
| +3% | +$33.8K | 0.53% | 42 |
|
|
2020
Q3 | $1.2M | Sell |
15,238
-405
| -3% | -$32K | 0.48% | 46 |
|
|
2020
Q2 | $1.27M | Sell |
15,643
-882
| -5% | -$71.6K | 0.54% | 41 |
|
|
2020
Q1 | $1.19M | Buy |
16,525
+1,822
| +12% | +$132K | 0.59% | 40 |
|
|
2019
Q4 | $1.22M | Buy |
14,703
+50
| +0.3% | +$4.14K | 0.47% | 51 |
|
|
2019
Q3 | $1.19M | Buy |
14,653
+11,009
| +302% | +$892K | 0.53% | 45 |
|
|
2019
Q2 | $282K | Sell |
3,644
-614
| -14% | -$47.5K | 0.13% | 115 |
|
|
2019
Q1 | $326K | Sell |
4,258
-266
| -6% | -$20.4K | 0.14% | 105 |
|
|
2018
Q4 | $323K | Sell |
4,524
-424
| -9% | -$30.3K | 0.16% | 103 |
|
|
2018
Q3 | $348K | Buy |
4,948
+46
| +0.9% | +$3.24K | 0.15% | 107 |
|
|
2018
Q2 | $334K | Buy |
4,902
+22
| +0.5% | +$1.5K | 0.15% | 106 |
|
|
2018
Q1 | $329K | Sell |
4,880
-11
| -0.2% | -$742 | 0.15% | 103 |
|
|
2017
Q4 | $396K | Buy |
4,891
+50
| +1% | +$4.05K | 0.17% | 102 |
|
|
2017
Q3 | $372K | Buy |
4,841
+1,767
| +57% | +$136K | 0.18% | 95 |
|
|
2017
Q2 | $236K | Hold |
3,074
| – | – | 0.12% | 122 |
|
|
2017
Q1 | $238K | Sell |
3,074
-62
| -2% | -$4.8K | 0.12% | 113 |
|
|
2016
Q4 | $240K | Buy |
3,136
+16
| +0.5% | +$1.22K | 0.13% | 118 |
|
|
2016
Q3 | $232K | Buy |
3,120
+46
| +1% | +$3.42K | 0.13% | 116 |
|
|
2016
Q2 | $240K | Sell |
3,074
-115
| -4% | -$8.98K | 0.13% | 115 |
|
|
2016
Q1 | $240K | Buy |
3,189
+115
| +4% | +$8.66K | 0.13% | 116 |
|
|
2015
Q4 | $208K | Sell |
3,074
-447
| -13% | -$30.2K | 0.12% | 131 |
|
|
2015
Q3 | $248K | Buy |
3,521
+447
| +15% | +$31.5K | 0.15% | 108 |
|
|
2015
Q2 | $206K | Sell |
3,074
-94
| -3% | -$6.3K | 0.12% | 128 |
|
|
2015
Q1 | $225K | Buy |
3,168
+94
| +3% | +$6.68K | 0.14% | 105 |
|
|
2014
Q4 | $236K | Hold |
3,074
| – | – | 0.15% | 109 |
|
|
2014
Q3 | $212K | Hold |
3,074
| – | – | 0.13% | 118 |
|
|
2014
Q2 | $220K | Hold |
3,074
| – | – | 0.13% | 117 |
|
|
2014
Q1 | $218K | Hold |
3,074
| – | – | 0.14% | 117 |
|
|
2013
Q4 | $199K | Hold |
3,074
| – | – | 0.12% | 120 |
|
|
2013
Q3 | $192K | Hold |
3,074
| – | – | 0.15% | 106 |
|
|
2013
Q2 | $175K | Buy |
+3,074
| New | +$175K | 0.13% | 115 |
|