TPA
Trivium Point Advisory’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Sell |
14,749
-1,202
| -8% | -$67.9K | 0.09% | 200 |
|
|
2025
Q1 | $894K | Sell |
15,951
-484
| -3% | -$27.1K | 0.11% | 179 |
|
|
2024
Q4 | $885K | Sell |
16,435
-502
| -3% | -$27K | 0.11% | 180 |
|
|
2024
Q3 | $958K | Sell |
16,937
-1,017
| -6% | -$57.5K | 0.13% | 171 |
|
|
2024
Q2 | $880K | Buy |
17,954
+1,200
| +7% | +$58.8K | 0.13% | 167 |
|
|
2024
Q1 | $824K | Sell |
16,754
-1,656
| -9% | -$81.5K | 0.18% | 125 |
|
|
2023
Q4 | $865K | Sell |
18,410
-1,599
| -8% | -$75.2K | 0.21% | 117 |
|
|
2023
Q3 | $850K | Buy |
20,009
+2,600
| +15% | +$110K | 0.23% | 116 |
|
|
2023
Q2 | $902K | Buy |
17,409
+877
| +5% | +$45.4K | 0.24% | 119 |
|
|
2023
Q1 | $924K | Buy |
16,532
+1,283
| +8% | +$71.7K | 0.25% | 119 |
|
|
2022
Q4 | $943K | Sell |
15,249
-140
| -0.9% | -$8.66K | 0.27% | 115 |
|
|
2022
Q3 | $1.02M | Buy |
15,389
+670
| +5% | +$44.2K | 0.31% | 105 |
|
|
2022
Q2 | $1.18M | Buy |
14,719
+985
| +7% | +$78.6K | 0.35% | 97 |
|
|
2022
Q1 | $1.21M | Buy |
13,734
+751
| +6% | +$65.9K | 0.27% | 117 |
|
|
2021
Q4 | $1.02M | Sell |
12,983
-245
| -2% | -$19.2K | 0.21% | 125 |
|
|
2021
Q3 | $977K | Sell |
13,228
-1,575
| -11% | -$116K | 0.23% | 124 |
|
|
2021
Q2 | $1.09M | Sell |
14,803
-2,397
| -14% | -$176K | 0.27% | 119 |
|
|
2021
Q1 | $1.31M | Sell |
17,200
-3,670
| -18% | -$279K | 0.35% | 103 |
|
|
2020
Q4 | $1.52M | Buy |
20,870
+1,939
| +10% | +$142K | 0.44% | 84 |
|
|
2020
Q3 | $1.49M | Sell |
18,931
-105
| -0.6% | -$8.29K | 0.53% | 69 |
|
|
2020
Q2 | $1.4M | Buy |
19,036
+1,377
| +8% | +$101K | 0.55% | 64 |
|
|
2020
Q1 | $1.38M | Sell |
17,659
-1,892
| -10% | -$148K | 0.71% | 54 |
|
|
2019
Q4 | $1.62M | Sell |
19,551
-110
| -0.6% | -$9.11K | 0.63% | 68 |
|
|
2019
Q3 | $1.6M | Buy |
19,661
+190
| +1% | +$15.5K | 0.73% | 62 |
|
|
2019
Q2 | $1.51M | Buy |
19,471
+165
| +0.9% | +$12.8K | 0.67% | 69 |
|
|
2019
Q1 | $1.48M | Buy |
19,306
+980
| +5% | +$75.1K | 0.69% | 64 |
|
|
2018
Q4 | $1.31M | Buy |
+18,326
| New | +$1.31M | 0.79% | 61 |
|