Tradewinds LLC’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 | – | Sell |
-22,229
| Closed | -$1.25M | – | 120 |
|
|
2025
Q1 | $1.25M | Buy |
22,229
+1
| +0% | +$56 | 0.35% | 60 |
|
|
2024
Q4 | $1.23M | Sell |
22,228
-836
| -4% | -$46.1K | 0.34% | 57 |
|
|
2024
Q3 | $1.33M | Buy |
23,064
+1
| +0% | +$58 | 0.41% | 52 |
|
|
2024
Q2 | $1.13M | Buy |
23,063
+13,582
| +143% | +$666K | 0.35% | 60 |
|
|
2024
Q1 | $466K | Buy |
+9,481
| New | +$466K | 0.22% | 38 |
|
|
2023
Q3 | $437K | Hold |
9,778
| – | – | 0.26% | 66 |
|
|
2023
Q2 | $506K | Sell |
9,778
-393
| -4% | -$20.4K | 0.3% | 56 |
|
|
2023
Q1 | $569K | Buy |
+10,171
| New | +$569K | 0.34% | 49 |
|
|
2022
Q4 | – | Sell |
-10,160
| Closed | -$702K | – | 143 |
|
|
2022
Q3 | $702K | Buy |
10,160
+64
| +0.6% | +$4.42K | 0.51% | 37 |
|
|
2022
Q2 | $806K | Buy |
+10,096
| New | +$806K | 0.55% | 37 |
|
|
2021
Q4 | $450K | Buy |
+9,578
| New | +$450K | 0.53% | 27 |
|