TFA
Toth Financial Advisory’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.47M | Buy |
132,095
+13,676
| +12% | +$773K | 0.87% | 38 |
|
|
2025
Q1 | $6.64M | Buy |
118,419
+15,796
| +15% | +$886K | 0.8% | 46 |
|
|
2024
Q4 | $5.53M | Buy |
102,623
+20,099
| +24% | +$1.08M | 0.65% | 55 |
|
|
2024
Q3 | $4.77M | Buy |
82,524
+13,889
| +20% | +$803K | 0.56% | 65 |
|
|
2024
Q2 | $3.36M | Buy |
68,635
+15,579
| +29% | +$763K | 0.43% | 79 |
|
|
2024
Q1 | $2.61M | Buy |
53,056
+12,594
| +31% | +$620K | 0.33% | 91 |
|
|
2023
Q4 | $1.9M | Sell |
40,462
-2,306
| -5% | -$108K | 0.26% | 100 |
|
|
2023
Q3 | $1.91M | Sell |
42,768
-6,704
| -14% | -$299K | 0.29% | 91 |
|
|
2023
Q2 | $2.56M | Sell |
49,472
-198
| -0.4% | -$10.3K | 0.37% | 79 |
|
|
2023
Q1 | $2.78M | Buy |
49,670
+4,179
| +9% | +$234K | 0.43% | 73 |
|
|
2022
Q4 | $2.79M | Sell |
45,491
-11,974
| -21% | -$734K | 0.45% | 71 |
|
|
2022
Q3 | $3.97M | Buy |
57,465
+3,076
| +6% | +$213K | 0.72% | 54 |
|
|
2022
Q2 | $4.34M | Buy |
54,389
+3,054
| +6% | +$244K | 0.76% | 52 |
|
|
2022
Q1 | $4.36M | Buy |
51,335
+1,392
| +3% | +$118K | 0.65% | 55 |
|
|
2021
Q4 | $3.92M | Sell |
49,943
-1,052
| -2% | -$82.6K | 0.53% | 64 |
|
|
2021
Q3 | $3.72M | Sell |
50,995
-903
| -2% | -$65.9K | 0.57% | 60 |
|
|
2021
Q2 | $3.82M | Buy |
51,898
+949
| +2% | +$69.8K | 0.58% | 58 |
|
|
2021
Q1 | $3.87M | Sell |
50,949
-4,016
| -7% | -$305K | 0.62% | 58 |
|
|
2020
Q4 | $4.13M | Sell |
54,965
-279
| -0.5% | -$21K | 0.71% | 50 |
|
|
2020
Q3 | $4.36M | Sell |
55,244
-661
| -1% | -$52.2K | 0.84% | 47 |
|
|
2020
Q2 | $4.54M | Buy |
55,905
+1,379
| +3% | +$112K | 0.98% | 37 |
|
|
2020
Q1 | $3.94M | Buy |
54,526
+2,651
| +5% | +$191K | 1.14% | 33 |
|
|
2019
Q4 | $4.3M | Buy |
51,875
+844
| +2% | +$69.9K | 0.87% | 43 |
|
|
2019
Q3 | $4.14M | Buy |
51,031
+5,889
| +13% | +$477K | 0.91% | 43 |
|
|
2019
Q2 | $3.49M | Buy |
45,142
+6,653
| +17% | +$514K | 0.78% | 50 |
|
|
2019
Q1 | $2.95M | Buy |
38,489
+22,167
| +136% | +$1.7M | 0.69% | 57 |
|
|
2018
Q4 | $1.17M | Buy |
16,322
+11,085
| +212% | +$792K | 0.32% | 74 |
|
|
2018
Q3 | $368K | Buy |
5,237
+12
| +0.2% | +$843 | 0.08% | 129 |
|
|
2018
Q2 | $356K | Buy |
5,225
+14
| +0.3% | +$954 | 0.08% | 129 |
|
|
2018
Q1 | $351K | Buy |
5,211
+12
| +0.2% | +$808 | 0.09% | 127 |
|
|
2017
Q4 | $421K | Buy |
5,199
+10
| +0.2% | +$810 | 0.1% | 124 |
|
|
2017
Q3 | $399K | Sell |
5,189
-2,542
| -33% | -$195K | 0.1% | 125 |
|
|
2017
Q2 | $592K | Sell |
7,731
-6,193
| -44% | -$474K | 0.15% | 106 |
|
|
2017
Q1 | $1.08M | Buy |
13,924
+2,246
| +19% | +$174K | 0.29% | 83 |
|
|
2016
Q4 | $894K | Buy |
11,678
+4
| +0% | +$306 | 0.26% | 89 |
|
|
2016
Q3 | $867K | Buy |
11,674
+77
| +0.7% | +$5.72K | 0.25% | 85 |
|
|
2016
Q2 | $904K | Hold |
11,597
| – | – | 0.28% | 80 |
|
|
2016
Q1 | $871K | Hold |
11,597
| – | – | 0.28% | 72 |
|
|
2015
Q4 | $784K | Hold |
11,597
| – | – | 0.26% | 71 |
|
|
2015
Q3 | $816K | Hold |
11,597
| – | – | 0.3% | 68 |
|
|
2015
Q2 | $775K | Buy |
11,597
+150
| +1% | +$10K | 0.26% | 75 |
|
|
2015
Q1 | $811K | Buy |
11,447
+3,148
| +38% | +$223K | 0.27% | 72 |
|
|
2014
Q4 | $638K | Hold |
8,299
| – | – | 0.22% | 83 |
|
|
2014
Q3 | $573K | Buy |
+8,299
| New | +$573K | 0.22% | 82 |
|