United Capital 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 | $2.03M | Buy |
35,943
+4,228
| +13% | +$239K | 0.02% | 440 |
|
|
2025
Q1 | $1.78M | Sell |
31,715
-4,168
| -12% | -$234K | 0.02% | 445 |
|
|
2024
Q4 | $1.93M | Buy |
35,883
+457
| +1% | +$24.6K | 0.02% | 419 |
|
|
2024
Q3 | $2.05M | Sell |
35,426
-680
| -2% | -$39.3K | 0.02% | 409 |
|
|
2024
Q2 | $1.77M | Sell |
36,106
-209
| -0.6% | -$10.2K | 0.02% | 426 |
|
|
2024
Q1 | $1.79M | Buy |
36,315
+6,973
| +24% | +$343K | 0.01% | 449 |
|
|
2023
Q4 | $1.38M | Buy |
29,342
+12,043
| +70% | +$566K | 0.01% | 491 |
|
|
2023
Q3 | $773K | Sell |
17,299
-6,613
| -28% | -$295K | 0.01% | 558 |
|
|
2023
Q2 | $1.24M | Sell |
23,912
-6,686
| -22% | -$346K | 0.01% | 508 |
|
|
2023
Q1 | $1.71M | Sell |
30,598
-4,991
| -14% | -$279K | 0.01% | 474 |
|
|
2022
Q4 | $2.18M | Sell |
35,589
-8,998
| -20% | -$552K | 0.01% | 465 |
|
|
2022
Q3 | $3.08M | Sell |
44,587
-2,886
| -6% | -$199K | 0.02% | 402 |
|
|
2022
Q2 | $3.79M | Buy |
47,473
+7,848
| +20% | +$626K | 0.02% | 381 |
|
|
2022
Q1 | $3.37M | Sell |
39,625
-3,269
| -8% | -$278K | 0.02% | 427 |
|
|
2021
Q4 | $3.37M | Buy |
42,894
+203
| +0.5% | +$15.9K | 0.02% | 445 |
|
|
2021
Q3 | $3.12M | Sell |
42,691
-8,077
| -16% | -$590K | 0.02% | 453 |
|
|
2021
Q2 | $3.74M | Buy |
50,768
+1,697
| +3% | +$125K | 0.02% | 418 |
|
|
2021
Q1 | $3.73M | Sell |
49,071
-7,787
| -14% | -$591K | 0.02% | 402 |
|
|
2020
Q4 | $4.28M | Sell |
56,858
-984
| -2% | -$74K | 0.03% | 377 |
|
|
2020
Q3 | $4.57M | Sell |
57,842
-4,584
| -7% | -$362K | 0.03% | 360 |
|
|
2020
Q2 | $5.07M | Buy |
62,426
+122
| +0.2% | +$9.9K | 0.04% | 357 |
|
|
2020
Q1 | $4.5M | Sell |
62,304
-5,656
| -8% | -$408K | 0.04% | 354 |
|
|
2019
Q4 | $5.63M | Buy |
67,960
+1,817
| +3% | +$150K | 0.04% | 399 |
|
|
2019
Q3 | $5.36M | Buy |
66,143
+4,826
| +8% | +$391K | 0.04% | 391 |
|
|
2019
Q2 | $4.74M | Buy |
61,317
+520
| +0.9% | +$40.2K | 0.03% | 429 |
|
|
2019
Q1 | $4.66M | Buy |
60,797
+13,213
| +28% | +$1.01M | 0.03% | 431 |
|
|
2018
Q4 | $3.4M | Buy |
47,584
+3,195
| +7% | +$228K | 0.03% | 447 |
|
|
2018
Q3 | $3.12M | Buy |
44,389
+3,784
| +9% | +$266K | 0.02% | 518 |
|
|
2018
Q2 | $2.77M | Buy |
40,605
+2,461
| +6% | +$168K | 0.02% | 522 |
|
|
2018
Q1 | $2.57M | Buy |
38,144
+3,154
| +9% | +$213K | 0.02% | 526 |
|
|
2017
Q4 | $2.84M | Sell |
34,990
-8,311
| -19% | -$674K | 0.02% | 514 |
|
|
2017
Q3 | $3.33M | Buy |
43,301
+17,063
| +65% | +$1.31M | 0.03% | 460 |
|
|
2017
Q2 | $2.01M | Buy |
26,238
+1,525
| +6% | +$117K | 0.02% | 570 |
|
|
2017
Q1 | $1.92M | Sell |
24,713
-3,299
| -12% | -$256K | 0.02% | 581 |
|
|
2016
Q4 | $2.15M | Sell |
28,012
-1,165
| -4% | -$89.2K | 0.02% | 550 |
|
|
2016
Q3 | $2.17M | Buy |
29,177
+1,027
| +4% | +$76.3K | 0.02% | 565 |
|
|
2016
Q2 | $2.2M | Buy |
28,150
+2,223
| +9% | +$173K | 0.02% | 531 |
|
|
2016
Q1 | $1.95M | Sell |
25,927
-1,871
| -7% | -$141K | 0.02% | 539 |
|
|
2015
Q4 | $1.88M | Sell |
27,798
-9,287
| -25% | -$628K | 0.02% | 561 |
|
|
2015
Q3 | $2.61M | Sell |
37,085
-2,184
| -6% | -$154K | 0.03% | 473 |
|
|
2015
Q2 | $2.63M | Buy |
39,269
+4,333
| +12% | +$290K | 0.03% | 517 |
|
|
2015
Q1 | $2.5M | Buy |
34,936
+426
| +1% | +$30.5K | 0.03% | 507 |
|
|
2014
Q4 | $2.65M | Sell |
34,510
-97
| -0.3% | -$7.46K | 0.04% | 397 |
|
|
2014
Q3 | $2.39M | Buy |
34,607
+350
| +1% | +$24.2K | 0.04% | 398 |
|
|
2014
Q2 | $2.45M | Sell |
34,257
-123
| -0.4% | -$8.8K | 0.05% | 377 |
|
|
2014
Q1 | $2.44M | Buy |
34,380
+31,206
| +983% | +$2.22M | 0.05% | 324 |
|
|
2013
Q4 | $205K | Sell |
3,174
-25,366
| -89% | -$1.64M | 0.01% | 597 |
|
|
2013
Q3 | $1.78M | Buy |
28,540
+2,359
| +9% | +$147K | 0.06% | 272 |
|
|
2013
Q2 | $1.49M | Buy |
+26,181
| New | +$1.49M | 0.04% | 350 |
|