TD Private Client Wealth’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828K | Buy |
14,646
+6,136
| +72% | +$347K | 0.02% | 394 |
|
|
2025
Q1 | $477K | Buy |
8,510
+352
| +4% | +$19.7K | 0.01% | 448 |
|
|
2024
Q4 | $439K | Sell |
8,158
-23,034
| -74% | -$1.24M | 0.01% | 463 |
|
|
2024
Q3 | $1.8M | Sell |
31,192
-20,000
| -39% | -$1.16M | 0.05% | 261 |
|
|
2024
Q2 | $2.51M | Sell |
51,192
-5,512
| -10% | -$270K | 0.08% | 192 |
|
|
2024
Q1 | $2.79M | Sell |
56,704
-8,711
| -13% | -$428K | 0.09% | 173 |
|
|
2023
Q4 | $3.07M | Sell |
65,415
-15,145
| -19% | -$712K | 0.11% | 152 |
|
|
2023
Q3 | $3.6M | Sell |
80,560
-5,943
| -7% | -$265K | 0.16% | 137 |
|
|
2023
Q2 | $4.48M | Buy |
86,503
+7,485
| +9% | +$388K | 0.19% | 117 |
|
|
2023
Q1 | $4.42M | Buy |
79,018
+7,185
| +10% | +$402K | 0.2% | 114 |
|
|
2022
Q4 | $4.4M | Sell |
71,833
-11,251
| -14% | -$690K | 0.21% | 109 |
|
|
2022
Q3 | $5.74M | Buy |
83,084
+8,493
| +11% | +$587K | 0.29% | 71 |
|
|
2022
Q2 | $5.95M | Sell |
74,591
-497
| -0.7% | -$39.7K | 0.29% | 73 |
|
|
2022
Q1 | $6.38M | Buy |
75,088
+9,499
| +14% | +$807K | 0.27% | 79 |
|
|
2021
Q4 | $5.15M | Sell |
65,589
-4,971
| -7% | -$391K | 0.21% | 103 |
|
|
2021
Q3 | $5.15M | Buy |
70,560
+10,759
| +18% | +$786K | 0.22% | 99 |
|
|
2021
Q2 | $4.4M | Sell |
59,801
-19,382
| -24% | -$1.43M | 0.19% | 122 |
|
|
2021
Q1 | $6.01M | Buy |
79,183
+6,147
| +8% | +$467K | 0.28% | 80 |
|
|
2020
Q4 | $5.49M | Sell |
73,036
-2,910
| -4% | -$219K | 0.28% | 82 |
|
|
2020
Q3 | $5.99M | Sell |
75,946
-30,675
| -29% | -$2.42M | 0.34% | 68 |
|
|
2020
Q2 | $8.66M | Sell |
106,621
-7,675
| -7% | -$623K | 0.51% | 42 |
|
|
2020
Q1 | $8.25M | Sell |
114,296
-7,677
| -6% | -$554K | 0.59% | 37 |
|
|
2019
Q4 | $10.1M | Buy |
+121,973
| New | +$10.1M | 0.61% | 38 |
|