Wealthspire Advisors (New York)’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 | $557K | Sell |
9,860
-3,170
| -24% | -$179K | ﹤0.01% | 510 |
|
|
2025
Q1 | $731K | Sell |
13,030
-354
| -3% | -$19.8K | ﹤0.01% | 444 |
|
|
2024
Q4 | $721K | Sell |
13,384
-1,649
| -11% | -$88.8K | 0.01% | 428 |
|
|
2024
Q3 | $869K | Buy |
15,033
+7,072
| +89% | +$409K | 0.01% | 394 |
|
|
2024
Q2 | $390K | Buy |
7,961
+497
| +7% | +$24.4K | 0.01% | 476 |
|
|
2024
Q1 | $367K | Sell |
7,464
-1,160
| -13% | -$57.1K | ﹤0.01% | 486 |
|
|
2023
Q4 | $405K | Sell |
8,624
-6,238
| -42% | -$293K | 0.01% | 451 |
|
|
2023
Q3 | $664K | Buy |
14,862
+906
| +6% | +$40.5K | 0.01% | 340 |
|
|
2023
Q2 | $723K | Sell |
13,956
-1,205
| -8% | -$62.4K | 0.01% | 307 |
|
|
2023
Q1 | $848K | Buy |
15,161
+417
| +3% | +$23.3K | 0.01% | 277 |
|
|
2022
Q4 | $904K | Buy |
14,744
+775
| +6% | +$47.5K | 0.02% | 279 |
|
|
2022
Q3 | $965K | Buy |
13,969
+4,043
| +41% | +$279K | 0.02% | 230 |
|
|
2022
Q2 | $792K | Buy |
9,926
+700
| +8% | +$55.9K | 0.02% | 244 |
|
|
2022
Q1 | $784K | Sell |
9,226
-5,954
| -39% | -$506K | 0.02% | 215 |
|
|
2021
Q4 | $1.19M | Buy |
15,180
+3,374
| +29% | +$265K | 0.03% | 205 |
|
|
2021
Q3 | $862K | Buy |
11,806
+2,305
| +24% | +$168K | 0.02% | 272 |
|
|
2021
Q2 | $699K | Sell |
9,501
-16,043
| -63% | -$1.18M | 0.02% | 192 |
|
|
2021
Q1 | $1.94M | Buy |
25,544
+13,491
| +112% | +$1.02M | 0.05% | 178 |
|
|
2020
Q4 | $906K | Buy |
12,053
+4,583
| +61% | +$344K | 0.03% | 218 |
|
|
2020
Q3 | $590K | Sell |
7,470
-15
| -0.2% | -$1.19K | 0.04% | 162 |
|
|
2020
Q2 | $608K | Sell |
7,485
-5,015
| -40% | -$407K | 0.04% | 137 |
|
|
2020
Q1 | $902K | Buy |
12,500
+8,424
| +207% | +$608K | 0.04% | 211 |
|
|
2019
Q4 | $338K | Buy |
4,076
+1,200
| +42% | +$99.5K | 0.02% | 134 |
|
|
2019
Q3 | $233K | Buy |
+2,876
| New | +$233K | 0.02% | 142 |
|
|
2019
Q1 | – | Sell |
-521
| Closed | -$37K | – | 222 |
|
|
2018
Q4 | $37K | Buy |
+521
| New | +$37K | ﹤0.01% | 225 |
|