Transamerica Financial Advisors’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 | $248 | Hold |
5
| – | – | ﹤0.01% | 475 |
|
|
2025
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 441 |
|
|
2024
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 433 |
|
|
2024
Q3 | $1K | Sell |
5
-4
| -44% | -$800 | ﹤0.01% | 440 |
|
|
2024
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 418 |
|
|
2024
Q1 | $1K | Sell |
9
-1
| -10% | -$111 | ﹤0.01% | 462 |
|
|
2023
Q4 | $1K | Sell |
10
-9
| -47% | -$900 | ﹤0.01% | 418 |
|
|
2023
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 444 |
|
|
2023
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 415 |
|
|
2023
Q1 | $2K | Sell |
19
-7
| -27% | -$737 | ﹤0.01% | 356 |
|
|
2022
Q4 | $2K | Sell |
26
-5,442
| -100% | -$419K | ﹤0.01% | 379 |
|
|
2022
Q3 | $378K | Buy |
5,468
+1,385
| +34% | +$95.7K | 0.06% | 178 |
|
|
2022
Q2 | $326K | Buy |
+4,083
| New | +$326K | 0.05% | 183 |
|
|
2021
Q3 | – | Sell |
-2
| Closed | -$1K | – | 134 |
|
|
2021
Q2 | $1K | Sell |
2
-6
| -75% | -$3K | 0.02% | 105 |
|
|
2021
Q1 | $1K | Buy |
8
+1
| +14% | +$125 | 0.02% | 136 |
|
|
2020
Q4 | $1K | Buy |
7
+1
| +17% | +$143 | 0.02% | 128 |
|
|
2020
Q3 | $1K | Sell |
6
-2,525
| -100% | -$421K | 0.02% | 143 |
|
|
2020
Q2 | $206K | Buy |
+2,531
| New | +$206K | 0.05% | 162 |
|
|
2019
Q3 | – | Sell |
-7
| Closed | -$1K | – | 172 |
|
|
2019
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 419 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | -$1K | – | 160 |
|
|
2018
Q4 | $1K | Buy |
9
+1
| +13% | +$111 | ﹤0.01% | 390 |
|
|
2018
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 396 |
|
|
2018
Q2 | $1K | Sell |
8
-40
| -83% | -$5K | ﹤0.01% | 356 |
|
|
2018
Q1 | $4K | Sell |
48
-15,305
| -100% | -$1.28M | ﹤0.01% | 292 |
|
|
2017
Q4 | $1.25M | Sell |
15,353
-249
| -2% | -$20.2K | 0.16% | 141 |
|
|
2017
Q3 | $1.2M | Sell |
15,602
-410
| -3% | -$31.6K | 0.15% | 141 |
|
|
2017
Q2 | $1.23M | Sell |
16,012
-28,189
| -64% | -$2.16M | 0.17% | 126 |
|
|
2017
Q1 | $3.43M | Sell |
44,201
-176
| -0.4% | -$13.7K | 0.41% | 74 |
|
|
2016
Q4 | $3.4M | Buy |
44,377
+2,571
| +6% | +$197K | 0.41% | 75 |
|
|
2016
Q3 | $3.11M | Buy |
41,806
+3,801
| +10% | +$282K | 0.34% | 87 |
|
|
2016
Q2 | $2.96M | Buy |
+38,005
| New | +$2.96M | 0.3% | 85 |
|
|
2016
Q1 | – | Sell |
-12
| Closed | -$1K | – | 769 |
|
|
2015
Q4 | $1K | Buy |
12
+11
| +1,100% | +$917 | ﹤0.01% | 733 |
|
|
2015
Q3 | $1K | Sell |
1
-5
| -83% | -$5K | ﹤0.01% | 734 |
|
|
2015
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 789 |
|
|
2015
Q1 | $1K | Sell |
6
-2
| -25% | -$333 | ﹤0.01% | 789 |
|
|
2014
Q4 | $1K | Sell |
8
-4,949
| -100% | -$619K | ﹤0.01% | 636 |
|
|
2014
Q3 | $343K | Sell |
4,957
-404
| -8% | -$28K | 0.03% | 209 |
|
|
2014
Q2 | $383K | Buy |
5,361
+827
| +18% | +$59.1K | 0.03% | 208 |
|
|
2014
Q1 | $322K | Buy |
4,534
+3,468
| +325% | +$246K | 0.03% | 197 |
|
|
2013
Q4 | $69K | Buy |
1,066
+117
| +12% | +$7.57K | 0.01% | 314 |
|
|
2013
Q3 | $60K | Buy |
949
+127
| +15% | +$8.03K | 0.01% | 304 |
|
|
2013
Q2 | $47K | Buy |
+822
| New | +$47K | 0.01% | 282 |
|