U.S. Capital Wealth 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 | $524K | Buy |
9,278
+361
| +4% | +$20.4K | 0.02% | 579 |
|
|
2025
Q1 | $500K | Sell |
8,917
-1,322
| -13% | -$74.1K | 0.02% | 590 |
|
|
2024
Q4 | $551K | Sell |
10,239
-693
| -6% | -$37.3K | 0.02% | 540 |
|
|
2024
Q3 | $632K | Sell |
10,932
-178
| -2% | -$10.3K | 0.02% | 425 |
|
|
2024
Q2 | $544K | Buy |
11,110
+151
| +1% | +$7.4K | 0.02% | 439 |
|
|
2024
Q1 | $539K | Buy |
10,959
+70
| +0.6% | +$3.44K | 0.02% | 457 |
|
|
2023
Q4 | $512K | Buy |
10,889
+553
| +5% | +$26K | 0.02% | 449 |
|
|
2023
Q3 | $462K | Sell |
10,336
-11,190
| -52% | -$500K | 0.02% | 445 |
|
|
2023
Q2 | $1.11M | Sell |
21,526
-64,823
| -75% | -$3.36M | 0.05% | 306 |
|
|
2023
Q1 | $4.83M | Buy |
86,349
+21,493
| +33% | +$1.2M | 0.22% | 100 |
|
|
2022
Q4 | $3.98M | Sell |
64,856
-24,922
| -28% | -$1.53M | 0.18% | 121 |
|
|
2022
Q3 | $6.21M | Sell |
89,778
-7,659
| -8% | -$529K | 0.31% | 73 |
|
|
2022
Q2 | $7.78M | Buy |
97,437
+2,837
| +3% | +$226K | 0.34% | 62 |
|
|
2022
Q1 | $8.04M | Buy |
94,600
+4,762
| +5% | +$405K | 0.29% | 68 |
|
|
2021
Q4 | $7.06M | Buy |
89,838
+3,620
| +4% | +$284K | 0.28% | 83 |
|
|
2021
Q3 | $6.3M | Buy |
+86,218
| New | +$6.3M | 0.27% | 89 |
|