TA
TFG Advisers’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Buy |
10,058
+513
| +5% | +$29K | 0.19% | 125 |
|
|
2025
Q1 | $535K | Sell |
9,545
-91
| -0.9% | -$5.1K | 0.19% | 120 |
|
|
2024
Q4 | $519K | Buy |
9,636
+516
| +6% | +$27.8K | 0.19% | 127 |
|
|
2024
Q3 | $527K | Sell |
9,120
-307
| -3% | -$17.7K | 0.19% | 128 |
|
|
2024
Q2 | $462K | Buy |
9,427
+226
| +2% | +$11.1K | 0.18% | 129 |
|
|
2024
Q1 | $453K | Sell |
9,201
-475
| -5% | -$23.4K | 0.18% | 132 |
|
|
2023
Q4 | $455K | Sell |
9,676
-1,025
| -10% | -$48.2K | 0.19% | 124 |
|
|
2023
Q3 | $478K | Sell |
10,701
-2,327
| -18% | -$104K | 0.22% | 111 |
|
|
2023
Q2 | $675K | Sell |
13,028
-2,127
| -14% | -$110K | 0.31% | 87 |
|
|
2023
Q1 | $847K | Sell |
15,155
-1,083
| -7% | -$60.5K | 0.41% | 69 |
|
|
2022
Q4 | $996K | Sell |
16,238
-1,146
| -7% | -$70.3K | 0.51% | 59 |
|
|
2022
Q3 | $1.2M | Buy |
17,384
+169
| +1% | +$11.7K | 0.67% | 43 |
|
|
2022
Q2 | $1.37M | Buy |
17,215
+22
| +0.1% | +$1.76K | 0.73% | 36 |
|
|
2022
Q1 | $1.46M | Sell |
17,193
-107
| -0.6% | -$9.09K | 0.67% | 41 |
|
|
2021
Q4 | $1.36M | Sell |
17,300
-2,212
| -11% | -$174K | 0.59% | 45 |
|
|
2021
Q3 | $1.43M | Sell |
19,512
-1,187
| -6% | -$86.7K | 0.69% | 44 |
|
|
2021
Q2 | $1.52M | Sell |
20,699
-1,814
| -8% | -$133K | 0.74% | 42 |
|
|
2021
Q1 | $1.71M | Sell |
22,513
-3,139
| -12% | -$238K | 0.88% | 33 |
|
|
2020
Q4 | $1.93M | Buy |
25,652
+149
| +0.6% | +$11.2K | 1.01% | 28 |
|
|
2020
Q3 | $2.01M | Sell |
25,503
-97
| -0.4% | -$7.65K | 1.16% | 18 |
|
|
2020
Q2 | $2.08M | Buy |
25,600
+213
| +0.8% | +$17.3K | 1.35% | 15 |
|
|
2020
Q1 | $1.83M | Buy |
25,387
+922
| +4% | +$66.5K | 1.45% | 17 |
|
|
2019
Q4 | $2.03M | Buy |
24,465
+71
| +0.3% | +$5.88K | 1.14% | 23 |
|
|
2019
Q3 | $1.98M | Buy |
24,394
+591
| +2% | +$47.9K | 1.31% | 22 |
|
|
2019
Q2 | $1.84M | Buy |
23,803
+932
| +4% | +$72K | 1.26% | 24 |
|
|
2019
Q1 | $1.75M | Buy |
22,871
+1,905
| +9% | +$146K | 1.26% | 21 |
|
|
2018
Q4 | $1.5M | Buy |
+20,966
| New | +$1.5M | 1.26% | 23 |
|