Wealthfront Advisers’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
243,411
+2,154
| +0.9% | +$122K | 0.04% | 173 |
|
|
2025
Q1 | $13.5M | Sell |
241,257
-42,415
| -15% | -$2.38M | 0.04% | 159 |
|
|
2024
Q4 | $15.3M | Buy |
283,672
+139,823
| +97% | +$7.53M | 0.04% | 126 |
|
|
2024
Q3 | $8.31M | Buy |
143,849
+595
| +0.4% | +$34.4K | 0.03% | 201 |
|
|
2024
Q2 | $7.02M | Buy |
143,254
+6,476
| +5% | +$317K | 0.02% | 211 |
|
|
2024
Q1 | $6.73M | Buy |
136,778
+64,567
| +89% | +$3.18M | 0.02% | 212 |
|
|
2023
Q4 | $3.39M | Sell |
72,211
-28,090
| -28% | -$1.32M | 0.01% | 328 |
|
|
2023
Q3 | $4.48M | Sell |
100,301
-9,369
| -9% | -$419K | 0.02% | 233 |
|
|
2023
Q2 | $5.68M | Buy |
109,670
+28,267
| +35% | +$1.46M | 0.02% | 192 |
|
|
2023
Q1 | $4.55M | Buy |
81,403
+17,547
| +27% | +$981K | 0.02% | 222 |
|
|
2022
Q4 | $3.92M | Sell |
63,856
-2,703
| -4% | -$166K | 0.02% | 248 |
|
|
2022
Q3 | $4.6M | Sell |
66,559
-5,198
| -7% | -$359K | 0.02% | 185 |
|
|
2022
Q2 | $5.73M | Sell |
71,757
-10,155
| -12% | -$810K | 0.03% | 165 |
|
|
2022
Q1 | $6.96M | Buy |
81,912
+22,532
| +38% | +$1.91M | 0.03% | 154 |
|
|
2021
Q4 | $4.67M | Buy |
59,380
+8,247
| +16% | +$648K | 0.02% | 204 |
|
|
2021
Q3 | $3.73M | Buy |
51,133
+4,714
| +10% | +$344K | 0.02% | 204 |
|
|
2021
Q2 | $3.42M | Buy |
46,419
+13,948
| +43% | +$1.03M | 0.02% | 186 |
|
|
2021
Q1 | $2.47M | Buy |
32,471
+1,106
| +4% | +$84K | 0.01% | 219 |
|
|
2020
Q4 | $2.36M | Sell |
31,365
-4,706
| -13% | -$354K | 0.01% | 187 |
|
|
2020
Q3 | $2.85M | Sell |
36,071
-10,321
| -22% | -$815K | 0.02% | 128 |
|
|
2020
Q2 | $3.77M | Sell |
46,392
-2,703
| -6% | -$219K | 0.03% | 93 |
|
|
2020
Q1 | $3.54M | Sell |
49,095
-9,200
| -16% | -$664K | 0.03% | 87 |
|
|
2019
Q4 | $4.83M | Buy |
58,295
+2,353
| +4% | +$195K | 0.04% | 87 |
|
|
2019
Q3 | $4.53M | Buy |
55,942
+3,783
| +7% | +$307K | 0.04% | 79 |
|
|
2019
Q2 | $4.03M | Sell |
52,159
-93
| -0.2% | -$7.19K | 0.04% | 82 |
|
|
2019
Q1 | $4.01M | Buy |
52,252
+13,773
| +36% | +$1.06M | 0.04% | 82 |
|
|
2018
Q4 | $2.75M | Buy |
+38,479
| New | +$2.75M | 0.03% | 96 |
|