TSWM
Triangle Securities Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
7,629
-2,954
| -28% | -$167K | 0.11% | 158 |
|
|
2025
Q1 | $593K | Buy |
10,583
+1,178
| +13% | +$66.1K | 0.15% | 140 |
|
|
2024
Q4 | $507K | Buy |
9,405
+410
| +5% | +$22.1K | 0.13% | 148 |
|
|
2024
Q3 | $520K | Sell |
8,995
-759
| -8% | -$43.9K | 0.13% | 148 |
|
|
2024
Q2 | $478K | Sell |
9,754
-440
| -4% | -$21.6K | 0.14% | 150 |
|
|
2024
Q1 | $501K | Sell |
10,194
-1,710
| -14% | -$84.1K | 0.14% | 141 |
|
|
2023
Q4 | $559K | Buy |
11,904
+1
| +0% | +$47 | 0.17% | 135 |
|
|
2023
Q3 | $532K | Sell |
11,903
-204
| -2% | -$9.11K | 0.19% | 126 |
|
|
2023
Q2 | $627K | Sell |
12,107
-12,497
| -51% | -$647K | 0.22% | 118 |
|
|
2023
Q1 | $1.38M | Sell |
24,604
-401
| -2% | -$22.4K | 0.49% | 64 |
|
|
2022
Q4 | $1.53M | Sell |
25,005
-2,268
| -8% | -$139K | 0.56% | 59 |
|
|
2022
Q3 | $1.89M | Buy |
27,273
+620
| +2% | +$42.9K | 0.77% | 39 |
|
|
2022
Q2 | $2.13M | Buy |
26,653
+51
| +0.2% | +$4.07K | 0.83% | 39 |
|
|
2022
Q1 | $2.26M | Buy |
26,602
+310
| +1% | +$26.3K | 0.76% | 38 |
|
|
2021
Q4 | $2.07M | Buy |
26,292
+238
| +0.9% | +$18.7K | 0.65% | 46 |
|
|
2021
Q3 | $1.9M | Buy |
26,054
+150
| +0.6% | +$11K | 0.65% | 49 |
|
|
2021
Q2 | $1.91M | Sell |
25,904
-71
| -0.3% | -$5.22K | 0.64% | 51 |
|
|
2021
Q1 | $1.97M | Buy |
25,975
+6,723
| +35% | +$511K | 0.71% | 45 |
|
|
2020
Q4 | $1.45M | Sell |
19,252
-634
| -3% | -$47.7K | 0.57% | 60 |
|
|
2020
Q3 | $1.57M | Sell |
19,886
-353
| -2% | -$27.9K | 0.71% | 46 |
|
|
2020
Q2 | $1.64M | Buy |
20,239
+1,222
| +6% | +$99.2K | 0.79% | 40 |
|
|
2020
Q1 | $1.37M | Buy |
19,017
+1,323
| +7% | +$95.5K | 0.79% | 43 |
|
|
2019
Q4 | $1.47M | Buy |
17,694
+87
| +0.5% | +$7.2K | 0.63% | 52 |
|
|
2019
Q3 | $1.43M | Sell |
17,607
-68
| -0.4% | -$5.51K | 0.7% | 47 |
|
|
2019
Q2 | $1.38M | Sell |
17,675
-135
| -0.8% | -$10.5K | 0.7% | 51 |
|
|
2019
Q1 | $1.37M | Buy |
17,810
+324
| +2% | +$24.8K | 0.72% | 48 |
|
|
2018
Q4 | $1.25M | Sell |
17,486
-340
| -2% | -$24.3K | 0.74% | 46 |
|
|
2018
Q3 | $1.25M | Sell |
17,826
-137
| -0.8% | -$9.63K | 0.67% | 50 |
|
|
2018
Q2 | $1.23M | Sell |
17,963
-5,065
| -22% | -$345K | 0.68% | 50 |
|
|
2018
Q1 | $1.55M | Buy |
23,028
+3,983
| +21% | +$269K | 0.89% | 37 |
|
|
2017
Q4 | $1.54M | Sell |
19,045
-246
| -1% | -$19.9K | 0.88% | 40 |
|
|
2017
Q3 | $1.48M | Buy |
19,291
+445
| +2% | +$34.2K | 0.88% | 40 |
|
|
2017
Q2 | $1.44M | Buy |
18,846
+1,405
| +8% | +$108K | 0.95% | 36 |
|
|
2017
Q1 | $1.35M | Sell |
17,441
-150
| -0.9% | -$11.6K | 0.86% | 38 |
|
|
2016
Q4 | $1.35M | Buy |
17,591
+650
| +4% | +$49.8K | 0.9% | 38 |
|
|
2016
Q3 | $1.26M | Buy |
16,941
+823
| +5% | +$61.1K | 0.87% | 40 |
|
|
2016
Q2 | $1.26M | Sell |
16,118
-340
| -2% | -$26.5K | 0.94% | 39 |
|
|
2016
Q1 | $1.24M | Sell |
16,458
-1,679
| -9% | -$126K | 0.81% | 42 |
|
|
2015
Q4 | $1.23M | Buy |
18,137
+1,905
| +12% | +$129K | 0.82% | 42 |
|
|
2015
Q3 | $1.14M | Sell |
16,232
-645
| -4% | -$45.4K | 0.86% | 40 |
|
|
2015
Q2 | $1.13M | Sell |
16,877
-710
| -4% | -$47.5K | 0.8% | 45 |
|
|
2015
Q1 | $1.25M | Sell |
17,587
-535
| -3% | -$37.9K | 0.86% | 40 |
|
|
2014
Q4 | $1.39M | Sell |
18,122
-330
| -2% | -$25.4K | 0.99% | 36 |
|
|
2014
Q3 | $1.28M | Hold |
18,452
| – | – | 0.98% | 37 |
|
|
2014
Q2 | $1.32M | Sell |
18,452
-1,528
| -8% | -$109K | 1.01% | 31 |
|
|
2014
Q1 | $1.16M | Buy |
19,980
+1,418
| +8% | +$82.5K | 1.04% | 35 |
|
|
2013
Q4 | $1.2M | Sell |
18,562
-1,461
| -7% | -$94.5K | 0.97% | 34 |
|
|
2013
Q3 | $1.25M | Sell |
20,023
-494
| -2% | -$30.9K | 1.09% | 31 |
|
|
2013
Q2 | $1.17M | Buy |
+20,517
| New | +$1.17M | 0.86% | 36 |
|