Wedmont Private Capital’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 | $482K | Buy |
8,437
+2,660
| +46% | +$152K | 0.02% | 439 |
|
|
2025
Q1 | $305K | Sell |
5,777
-430
| -7% | -$22.7K | 0.02% | 517 |
|
|
2024
Q4 | $331K | Buy |
6,207
+461
| +8% | +$24.6K | 0.02% | 507 |
|
|
2024
Q3 | $328K | Buy |
5,746
+420
| +8% | +$24K | 0.02% | 493 |
|
|
2024
Q2 | $277K | Buy |
5,326
+504
| +10% | +$26.2K | 0.02% | 522 |
|
|
2024
Q1 | $239K | Buy |
4,822
+596
| +14% | +$29.5K | 0.02% | 512 |
|
|
2023
Q4 | $207K | Buy |
+4,226
| New | +$207K | 0.02% | 527 |
|
|
2023
Q3 | – | Sell |
-5,125
| Closed | -$270K | – | 511 |
|
|
2023
Q2 | $270K | Sell |
5,125
-1,025
| -17% | -$54K | 0.03% | 405 |
|
|
2023
Q1 | $356K | Sell |
6,150
-312
| -5% | -$18.1K | 0.05% | 292 |
|
|
2022
Q4 | $400K | Buy |
6,462
+356
| +6% | +$22K | 0.06% | 261 |
|
|
2022
Q3 | $422K | Buy |
6,106
+3,121
| +105% | +$216K | 0.08% | 185 |
|
|
2022
Q2 | $238K | Buy |
+2,985
| New | +$238K | 0.05% | 283 |
|