Truvestments Capital’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 | $3.52M | Buy |
62,191
+1,001
| +2% | +$56.6K | 0.7% | 46 |
|
|
2025
Q1 | $3.43M | Buy |
61,190
+57,919
| +1,771% | +$3.25M | 0.75% | 45 |
|
|
2024
Q4 | $176K | Buy |
3,271
+111
| +4% | +$5.98K | 0.05% | 231 |
|
|
2024
Q3 | $183K | Buy |
+3,160
| New | +$183K | 0.05% | 225 |
|
|
2024
Q2 | – | Sell |
-2,620
| Closed | -$129K | – | 337 |
|
|
2024
Q1 | $129K | Sell |
2,620
-1,002
| -28% | -$49.3K | 0.05% | 274 |
|
|
2023
Q4 | $170K | Sell |
3,622
-468
| -11% | -$22K | 0.08% | 225 |
|
|
2023
Q3 | $183K | Buy |
4,090
+30
| +0.7% | +$1.34K | 0.1% | 187 |
|
|
2023
Q2 | $210K | Buy |
4,060
+27
| +0.7% | +$1.4K | 0.1% | 178 |
|
|
2023
Q1 | $225K | Sell |
4,033
-1,285
| -24% | -$71.8K | 0.12% | 142 |
|
|
2022
Q4 | $326K | Sell |
5,318
-576
| -10% | -$35.3K | 0.18% | 103 |
|
|
2022
Q3 | $407K | Buy |
5,894
+31
| +0.5% | +$2.14K | 0.26% | 95 |
|
|
2022
Q2 | $468K | Sell |
5,863
-143
| -2% | -$11.4K | 0.27% | 78 |
|
|
2022
Q1 | $510K | Sell |
6,006
-439
| -7% | -$37.3K | 0.28% | 85 |
|
|
2021
Q4 | $506K | Sell |
6,445
-75
| -1% | -$5.89K | 0.25% | 93 |
|
|
2021
Q3 | $476K | Sell |
6,520
-210
| -3% | -$15.3K | 0.26% | 96 |
|
|
2021
Q2 | $495K | Buy |
6,730
+781
| +13% | +$57.4K | 0.27% | 90 |
|
|
2021
Q1 | $452K | Buy |
5,949
+295
| +5% | +$22.4K | 0.26% | 105 |
|
|
2020
Q4 | $424K | Sell |
5,654
-83
| -1% | -$6.22K | 0.29% | 89 |
|
|
2020
Q3 | $452K | Sell |
5,737
-11,137
| -66% | -$877K | 0.41% | 73 |
|
|
2020
Q2 | $1.37M | Buy |
16,874
+5,657
| +50% | +$459K | 1.4% | 17 |
|
|
2020
Q1 | $809K | Sell |
11,217
-4,420
| -28% | -$319K | 1.03% | 29 |
|
|
2019
Q4 | $1.3M | Buy |
15,637
+923
| +6% | +$76.4K | 0.9% | 36 |
|
|
2019
Q3 | $1.19M | Buy |
14,714
+4,897
| +50% | +$397K | 0.78% | 39 |
|
|
2019
Q2 | $759K | Buy |
9,817
+5,182
| +112% | +$401K | 0.51% | 56 |
|
|
2019
Q1 | $355K | Buy |
+4,635
| New | +$355K | 0.27% | 83 |
|
|
2018
Q3 | $282K | Buy |
4,012
+530
| +15% | +$37.3K | 0.14% | 145 |
|
|
2018
Q2 | $237K | Buy |
+3,482
| New | +$237K | 0.15% | 150 |
|