TFC Financial Management’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 | $735 | Hold |
13
| – | – | ﹤0.01% | 614 |
|
|
2025
Q1 | $729 | Hold |
13
| – | – | ﹤0.01% | 596 |
|
|
2024
Q4 | $701 | Sell |
13
-22
| -63% | -$1.19K | ﹤0.01% | 607 |
|
|
2024
Q3 | $2.02K | Buy |
35
+22
| +169% | +$1.27K | ﹤0.01% | 501 |
|
|
2024
Q2 | $637 | Buy |
+13
| New | +$637 | ﹤0.01% | 605 |
|
|
2024
Q1 | – | Sell |
-11
| Closed | -$517 | – | 906 |
|
|
2023
Q4 | $517 | Sell |
11
-50
| -82% | -$2.35K | ﹤0.01% | 586 |
|
|
2023
Q3 | $2.74K | Buy |
61
+23
| +61% | +$1.04K | ﹤0.01% | 434 |
|
|
2023
Q2 | $1.99K | Sell |
38
-2
| -5% | -$105 | ﹤0.01% | 443 |
|
|
2023
Q1 | $2.26K | Buy |
40
+20
| +100% | +$1.13K | ﹤0.01% | 452 |
|
|
2022
Q4 | $1.25K | Sell |
20
-32
| -62% | -$2K | ﹤0.01% | 438 |
|
|
2022
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 355 |
|
|
2022
Q2 | $4K | Hold |
52
| – | – | ﹤0.01% | 346 |
|
|
2022
Q1 | $4K | Hold |
52
| – | – | ﹤0.01% | 359 |
|
|
2021
Q4 | $4K | Sell |
52
-166
| -76% | -$12.8K | ﹤0.01% | 404 |
|
|
2021
Q3 | $16K | Buy |
218
+166
| +319% | +$12.2K | 0.01% | 292 |
|
|
2021
Q2 | $4K | Buy |
52
+16
| +44% | +$1.23K | ﹤0.01% | 387 |
|
|
2021
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 391 |
|
|
2020
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 387 |
|
|
2020
Q3 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 365 |
|