Waverly 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 | $1.03M | Buy |
18,138
+748
| +4% | +$42.3K | 0.01% | 611 |
|
|
2025
Q1 | $975K | Buy |
17,390
+2,606
| +18% | +$146K | 0.01% | 611 |
|
|
2024
Q4 | $796K | Buy |
14,784
+392
| +3% | +$21.1K | 0.01% | 568 |
|
|
2024
Q3 | $832K | Buy |
14,392
+25
| +0.2% | +$1.45K | 0.02% | 475 |
|
|
2024
Q2 | $704K | Buy |
14,367
+8,750
| +156% | +$429K | 0.01% | 499 |
|
|
2024
Q1 | $276K | Buy |
+5,617
| New | +$276K | 0.01% | 592 |
|
|
2014
Q4 | – | Sell |
-5,295
| Closed | -$366K | – | 483 |
|
|
2014
Q3 | $366K | Hold |
5,295
| – | – | 0.2% | 69 |
|
|
2014
Q2 | $379K | Sell |
5,295
-878
| -14% | -$62.8K | 0.16% | 74 |
|
|
2014
Q1 | $438K | Buy |
6,173
+536
| +10% | +$38K | 0.2% | 51 |
|
|
2013
Q4 | $365K | Buy |
5,637
+5,380
| +2,093% | +$348K | 0.13% | 93 |
|
|
2013
Q3 | $16K | Buy |
+257
| New | +$16K | 0.01% | 383 |
|