Wealthcare Advisory 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 | $926K | Buy |
16,382
+1,003
| +7% | +$56.7K | 0.02% | 499 |
|
|
2025
Q1 | $862K | Sell |
15,379
-128
| -0.8% | -$7.18K | 0.02% | 472 |
|
|
2024
Q4 | $835K | Buy |
15,507
+7,072
| +84% | +$381K | 0.02% | 463 |
|
|
2024
Q3 | $487K | Buy |
8,435
+32
| +0.4% | +$1.85K | 0.01% | 575 |
|
|
2024
Q2 | $412K | Sell |
8,403
-6,079
| -42% | -$298K | 0.01% | 577 |
|
|
2024
Q1 | $712K | Buy |
14,482
+55
| +0.4% | +$2.71K | 0.02% | 471 |
|
|
2023
Q4 | $678K | Sell |
14,427
-1,389
| -9% | -$65.3K | 0.03% | 417 |
|
|
2023
Q3 | $706K | Sell |
15,816
-1,399
| -8% | -$62.5K | 0.03% | 351 |
|
|
2023
Q2 | $892K | Sell |
17,215
-142
| -0.8% | -$7.35K | 0.04% | 311 |
|
|
2023
Q1 | $970K | Buy |
17,357
+92
| +0.5% | +$5.14K | 0.04% | 298 |
|
|
2022
Q4 | $1.06M | Buy |
17,265
+461
| +3% | +$28.3K | 0.05% | 265 |
|
|
2022
Q3 | $1.16M | Buy |
16,804
+806
| +5% | +$55.7K | 0.07% | 216 |
|
|
2022
Q2 | $1.28M | Buy |
15,998
+1,703
| +12% | +$136K | 0.08% | 171 |
|
|
2022
Q1 | $1.22M | Sell |
14,295
-261
| -2% | -$22.2K | 0.07% | 159 |
|
|
2021
Q4 | $1.14M | Sell |
14,556
-791
| -5% | -$62.2K | 0.07% | 182 |
|
|
2021
Q3 | $1.12M | Buy |
15,347
+657
| +4% | +$48K | 0.07% | 175 |
|
|
2021
Q2 | $1.08M | Sell |
14,690
-385
| -3% | -$28.3K | 0.07% | 187 |
|
|
2021
Q1 | $1.15M | Sell |
15,075
-1,626
| -10% | -$124K | 0.08% | 158 |
|
|
2020
Q4 | $1.26M | Buy |
16,701
+2,175
| +15% | +$164K | 0.11% | 115 |
|
|
2020
Q3 | $1.15M | Buy |
14,526
+1,328
| +10% | +$105K | 0.13% | 108 |
|
|
2020
Q2 | $1.07M | Buy |
13,198
+1,620
| +14% | +$131K | 0.13% | 96 |
|
|
2020
Q1 | $836K | Sell |
11,578
-1,151
| -9% | -$83.1K | 0.12% | 107 |
|
|
2019
Q4 | $1.05M | Buy |
12,729
+463
| +4% | +$38.3K | 0.13% | 98 |
|
|
2019
Q3 | $994K | Buy |
12,266
+770
| +7% | +$62.4K | 0.14% | 86 |
|
|
2019
Q2 | $889K | Buy |
11,496
+302
| +3% | +$23.4K | 0.14% | 91 |
|
|
2019
Q1 | $858K | Sell |
11,194
-63
| -0.6% | -$4.83K | 0.15% | 87 |
|
|
2018
Q4 | $804K | Buy |
11,257
+54
| +0.5% | +$3.86K | 0.16% | 84 |
|
|
2018
Q3 | $787K | Buy |
11,203
+125
| +1% | +$8.78K | 0.14% | 89 |
|
|
2018
Q2 | $755K | Sell |
11,078
-115
| -1% | -$7.84K | 0.15% | 88 |
|
|
2018
Q1 | $755K | Sell |
11,193
-1,031
| -8% | -$69.5K | 0.17% | 80 |
|
|
2017
Q4 | $991K | Buy |
12,224
+756
| +7% | +$61.3K | 0.25% | 52 |
|
|
2017
Q3 | $882K | Buy |
+11,468
| New | +$882K | 0.26% | 50 |
|