Valeo 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 | $1.28M | Buy |
22,575
+7,103
| +46% | +$401K | 0.03% | 244 |
|
|
2025
Q1 | $868K | Buy |
15,472
+62
| +0.4% | +$3.48K | 0.02% | 287 |
|
|
2024
Q4 | $830K | Sell |
15,410
-326
| -2% | -$17.6K | 0.02% | 302 |
|
|
2024
Q3 | $909K | Sell |
15,736
-2,749
| -15% | -$159K | 0.03% | 277 |
|
|
2024
Q2 | $906K | Sell |
18,485
-344
| -2% | -$16.9K | 0.03% | 257 |
|
|
2024
Q1 | $965K | Buy |
18,829
+7,818
| +71% | +$401K | 0.03% | 245 |
|
|
2023
Q4 | $518K | Sell |
11,011
-10,570
| -49% | -$497K | 0.02% | 353 |
|
|
2023
Q3 | $964K | Buy |
21,581
+5,764
| +36% | +$257K | 0.04% | 213 |
|
|
2023
Q2 | $819K | Sell |
15,817
-16,098
| -50% | -$834K | 0.04% | 230 |
|
|
2023
Q1 | $1.78M | Buy |
31,915
+4,360
| +16% | +$244K | 0.09% | 140 |
|
|
2022
Q4 | $1.69M | Buy |
27,555
+13,457
| +95% | +$825K | 0.09% | 129 |
|
|
2022
Q3 | $974K | Buy |
14,098
+322
| +2% | +$22.2K | 0.06% | 163 |
|
|
2022
Q2 | $1.1M | Sell |
13,776
-10,945
| -44% | -$873K | 0.07% | 151 |
|
|
2022
Q1 | $2.1M | Buy |
24,721
+10,501
| +74% | +$892K | 0.11% | 114 |
|
|
2021
Q4 | $1.12M | Sell |
14,220
-1,375
| -9% | -$108K | 0.06% | 169 |
|
|
2021
Q3 | $1.14M | Buy |
15,595
+10,729
| +220% | +$784K | 0.07% | 162 |
|
|
2021
Q2 | $358K | Sell |
4,866
-16,358
| -77% | -$1.2M | 0.02% | 311 |
|
|
2021
Q1 | $1.61M | Sell |
21,224
-3,971
| -16% | -$302K | 0.07% | 135 |
|
|
2020
Q4 | $1.9M | Buy |
25,195
+351
| +1% | +$26.4K | 0.1% | 105 |
|
|
2020
Q3 | $1.96M | Sell |
24,844
-1,064
| -4% | -$84K | 0.17% | 85 |
|
|
2020
Q2 | $2.1M | Sell |
25,908
-4,231
| -14% | -$343K | 0.19% | 74 |
|
|
2020
Q1 | $2.46M | Sell |
30,139
-1,054
| -3% | -$86K | 0.26% | 56 |
|
|
2019
Q4 | $2.58M | Buy |
+31,193
| New | +$2.58M | 0.25% | 62 |
|
|
2019
Q3 | – | Sell |
-1,809
| Closed | -$140K | – | 1561 |
|
|
2019
Q2 | $140K | Sell |
1,809
-422
| -19% | -$32.7K | 0.02% | 365 |
|
|
2019
Q1 | $171K | Buy |
2,231
+136
| +6% | +$10.4K | 0.02% | 307 |
|
|
2018
Q4 | $150K | Sell |
2,095
-667
| -24% | -$47.8K | 0.02% | 299 |
|
|
2018
Q3 | $199K | Sell |
2,762
-852
| -24% | -$61.4K | 0.03% | 277 |
|
|
2018
Q2 | $252K | Buy |
3,614
+153
| +4% | +$10.7K | 0.04% | 250 |
|
|
2018
Q1 | $233K | Buy |
3,461
+2,352
| +212% | +$158K | 0.04% | 237 |
|
|
2017
Q4 | $90K | Buy |
1,109
+485
| +78% | +$39.4K | 0.01% | 359 |
|
|
2017
Q3 | $48K | Buy |
+624
| New | +$48K | 0.01% | 409 |
|