USA Financial Formulas’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 | $90.9K | Buy |
+1,608
| New | +$90.9K | 0.02% | 174 |
|
2023
Q3 | – | Sell |
-5
| Closed | -$259 | – | 507 |
|
2023
Q2 | $259 | Hold |
5
| – | – | ﹤0.01% | 475 |
|
2023
Q1 | $280 | Buy |
+5
| New | +$280 | ﹤0.01% | 409 |
|
2022
Q3 | $12K | Buy |
180
+175
| +3,500% | +$11.7K | 0.02% | 110 |
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 357 |
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 379 |
|
2021
Q4 | $0 | Sell |
5
-108
| -96% | – | ﹤0.01% | 398 |
|
2021
Q3 | $8K | Buy |
113
+108
| +2,160% | +$7.65K | 0.01% | 258 |
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 388 |
|
2021
Q1 | $0 | Sell |
5
-48
| -91% | – | ﹤0.01% | 355 |
|
2020
Q4 | $4K | Buy |
53
+2
| +4% | +$151 | ﹤0.01% | 204 |
|
2020
Q3 | $4K | Hold |
51
| – | – | ﹤0.01% | 178 |
|
2020
Q2 | $4K | Buy |
51
+46
| +920% | +$3.61K | ﹤0.01% | 98 |
|
2020
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 232 |
|
2019
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 243 |
|
2019
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 219 |
|