Total Clarity Wealth 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 | $1.62M | Sell |
28,580
-21
| -0.1% | -$1.19K | 0.46% | 59 |
|
|
2025
Q1 | $1.54M | Hold |
28,601
| – | – | 0.5% | 53 |
|
|
2024
Q4 | $1.54M | Buy |
28,601
+88
| +0.3% | +$4.74K | 0.5% | 53 |
|
|
2024
Q3 | $1.65M | Hold |
28,513
| – | – | 0.53% | 53 |
|
|
2024
Q2 | $1.4M | Buy |
+28,513
| New | +$1.4M | 0.48% | 57 |
|
|
2023
Q1 | – | Sell |
-8,597
| Closed | -$527K | – | 193 |
|
|
2022
Q4 | $527K | Buy |
+8,597
| New | +$527K | 0.27% | 96 |
|
|
2022
Q3 | – | Sell |
-809
| Closed | -$65K | – | 375 |
|
|
2022
Q2 | $65K | Buy |
+809
| New | +$65K | 0.03% | 377 |
|
|
2022
Q1 | – | Sell |
-3,763
| Closed | -$296K | – | 361 |
|
|
2021
Q4 | $296K | Buy |
3,763
+40
| +1% | +$3.15K | 0.13% | 160 |
|
|
2021
Q3 | $272K | Sell |
3,723
-2,037
| -35% | -$149K | 0.13% | 171 |
|
|
2021
Q2 | $424K | Buy |
5,760
+3,851
| +202% | +$283K | 0.24% | 117 |
|
|
2021
Q1 | $145K | Buy |
+1,909
| New | +$145K | 0.08% | 203 |
|
|
2020
Q1 | – | Sell |
-133
| Closed | -$11K | – | 200 |
|
|
2019
Q4 | $11K | Buy |
+133
| New | +$11K | 0.01% | 481 |
|