Verus Financial Partners’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 | $1.1M | Buy |
19,323
+3,338
| +21% | +$191K | 0.11% | 39 |
|
|
2025
Q1 | $858K | Buy |
15,985
+29
| +0.2% | +$1.56K | 0.1% | 39 |
|
|
2024
Q4 | $852K | Buy |
15,956
+848
| +6% | +$45.3K | 0.1% | 44 |
|
|
2024
Q3 | $880K | Sell |
15,108
-321
| -2% | -$18.7K | 0.1% | 40 |
|
|
2024
Q2 | $756K | Sell |
15,429
-1,366
| -8% | -$66.9K | 0.09% | 42 |
|
|
2024
Q1 | $826K | Sell |
16,795
-320
| -2% | -$15.7K | 0.1% | 39 |
|
|
2023
Q4 | $780K | Sell |
17,115
-778
| -4% | -$35.4K | 0.1% | 41 |
|
|
2023
Q3 | $749K | Hold |
17,893
| – | – | 0.1% | 41 |
|
|
2023
Q2 | $968K | Sell |
17,893
-1,625
| -8% | -$87.9K | 0.12% | 36 |
|
|
2023
Q1 | $1.1M | Buy |
19,518
+34
| +0.2% | +$1.92K | 0.15% | 32 |
|
|
2022
Q4 | $1.24M | Sell |
19,484
-650
| -3% | -$41.4K | 0.17% | 31 |
|
|
2022
Q3 | $1.34M | Buy |
20,134
+90
| +0.4% | +$5.99K | 0.2% | 26 |
|
|
2022
Q2 | $1.52M | Buy |
20,044
+3
| +0% | +$228 | 0.22% | 25 |
|
|
2022
Q1 | $1.75M | Sell |
20,041
-455
| -2% | -$39.8K | 0.25% | 24 |
|
|
2021
Q4 | $1.61M | Sell |
20,496
-2,143
| -9% | -$168K | 0.21% | 26 |
|
|
2021
Q3 | $1.63M | Buy |
22,639
+33
| +0.1% | +$2.38K | 0.24% | 24 |
|
|
2021
Q2 | $1.71M | Sell |
22,606
-31
| -0.1% | -$2.35K | 0.26% | 24 |
|
|
2021
Q1 | $1.73M | Sell |
22,637
-642
| -3% | -$48.9K | 0.27% | 22 |
|
|
2020
Q4 | $1.75M | Buy |
23,279
+16,292
| +233% | +$1.23M | 0.3% | 19 |
|
|
2020
Q3 | $552K | Sell |
6,987
-15,548
| -69% | -$1.23M | 0.2% | 85 |
|
|
2020
Q2 | $1.83M | Sell |
22,535
-155
| -0.7% | -$12.6K | 0.39% | 19 |
|
|
2020
Q1 | $1.64M | Sell |
22,690
-34
| -0.1% | -$2.45K | 0.5% | 17 |
|
|
2019
Q4 | $1.88M | Sell |
22,724
-88
| -0.4% | -$7.29K | 0.57% | 15 |
|
|
2019
Q3 | $1.85M | Sell |
22,812
-1,162
| -5% | -$94.2K | 0.61% | 13 |
|
|
2019
Q2 | $1.85M | Buy |
23,974
+546
| +2% | +$42.2K | 0.62% | 13 |
|
|
2019
Q1 | $1.8M | Buy |
23,428
+554
| +2% | +$42.5K | 0.63% | 13 |
|
|
2018
Q4 | $1.61M | Hold |
22,874
| – | – | 0.58% | 12 |
|
|
2018
Q3 | $1.61M | Buy |
22,874
+1,459
| +7% | +$103K | 0.58% | 12 |
|
|
2018
Q2 | $1.46M | Sell |
21,415
-1,266
| -6% | -$86.3K | 0.55% | 12 |
|
|
2018
Q1 | $1.53M | Buy |
22,681
+3,063
| +16% | +$206K | 0.58% | 12 |
|
|
2017
Q4 | $1.59M | Sell |
19,618
-4,114
| -17% | -$333K | 0.58% | 12 |
|
|
2017
Q3 | $1.83M | Buy |
23,732
+776
| +3% | +$59.7K | 0.71% | 12 |
|
|
2017
Q2 | $1.76M | Buy |
22,956
+2,060
| +10% | +$158K | 0.71% | 12 |
|
|
2017
Q1 | $1.62M | Sell |
20,896
-412
| -2% | -$32K | 0.67% | 12 |
|
|
2016
Q4 | $1.63M | Buy |
21,308
+16
| +0.1% | +$1.23K | 0.71% | 12 |
|
|
2016
Q3 | $1.58M | Sell |
21,292
-182
| -0.8% | -$13.5K | 0.7% | 12 |
|
|
2016
Q2 | $1.67M | Sell |
21,474
-108
| -0.5% | -$8.41K | 0.75% | 12 |
|
|
2016
Q1 | $1.62M | Sell |
21,582
-977
| -4% | -$73.4K | 0.75% | 12 |
|
|
2015
Q4 | $1.53M | Buy |
22,559
+422
| +2% | +$28.5K | 0.72% | 12 |
|
|
2015
Q3 | $1.56M | Buy |
22,137
+4,393
| +25% | +$309K | 0.83% | 12 |
|
|
2015
Q2 | $1.19M | Buy |
17,744
+35
| +0.2% | +$2.34K | 0.6% | 14 |
|
|
2015
Q1 | $1.26M | Sell |
17,709
-306
| -2% | -$21.7K | 0.64% | 13 |
|
|
2014
Q4 | $1.39M | Buy |
18,015
+60
| +0.3% | +$4.61K | 0.74% | 13 |
|
|
2014
Q3 | $1.24M | Sell |
17,955
-84
| -0.5% | -$5.81K | 0.7% | 14 |
|
|
2014
Q2 | $1.29M | Buy |
18,039
+406
| +2% | +$29K | 0.72% | 14 |
|
|
2014
Q1 | $1.25M | Buy |
17,633
+248
| +1% | +$17.6K | 0.69% | 14 |
|
|
2013
Q4 | $1.13M | Sell |
17,385
-48
| -0.3% | -$3.11K | 0.59% | 16 |
|
|
2013
Q3 | $1.09M | Buy |
17,433
+752
| +5% | +$47K | 0.59% | 16 |
|
|
2013
Q2 | $948K | Buy |
+16,681
| New | +$948K | 0.54% | 17 |
|