Valmark Advisers’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 | $1.27M | Sell |
22,437
-255
| -1% | -$14.4K | 0.02% | 293 |
|
|
2025
Q1 | $1.27M | Sell |
22,692
-483
| -2% | -$27.1K | 0.02% | 275 |
|
|
2024
Q4 | $1.25M | Buy |
23,175
+13,724
| +145% | +$739K | 0.02% | 275 |
|
|
2024
Q3 | $546K | Buy |
9,451
+639
| +7% | +$36.9K | 0.01% | 401 |
|
|
2024
Q2 | $432K | Sell |
8,812
-81
| -0.9% | -$3.97K | 0.01% | 416 |
|
|
2024
Q1 | $437K | Sell |
8,893
-624
| -7% | -$30.7K | 0.01% | 399 |
|
|
2023
Q4 | $447K | Buy |
9,517
+2,843
| +43% | +$134K | 0.01% | 364 |
|
|
2023
Q3 | $298K | Buy |
6,674
+250
| +4% | +$11.2K | 0.01% | 395 |
|
|
2023
Q2 | $333K | Sell |
6,424
-136
| -2% | -$7.04K | 0.01% | 387 |
|
|
2023
Q1 | $367K | Buy |
6,560
+95
| +1% | +$5.31K | 0.01% | 359 |
|
|
2022
Q4 | $396K | Buy |
+6,465
| New | +$396K | 0.01% | 334 |
|
|
2021
Q3 | – | Sell |
-3,071
| Closed | -$226K | – | 391 |
|
|
2021
Q2 | $226K | Buy |
+3,071
| New | +$226K | ﹤0.01% | 359 |
|
|
2019
Q4 | – | Sell |
-3,223
| Closed | -$261K | – | 238 |
|
|
2019
Q3 | $261K | Buy |
3,223
+575
| +22% | +$46.6K | 0.01% | 211 |
|
|
2019
Q2 | $205K | Hold |
2,648
| – | – | ﹤0.01% | 222 |
|
|
2019
Q1 | $203K | Buy |
+2,648
| New | +$203K | ﹤0.01% | 213 |
|