Wills Financial Group’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 | $4.36M | Buy |
77,214
+727
| +1% | +$41.1K | 1.89% | 21 |
|
|
2025
Q1 | $4.29M | Sell |
76,487
-5,779
| -7% | -$324K | 1.9% | 20 |
|
|
2024
Q4 | $4.43M | Sell |
82,266
-12,074
| -13% | -$650K | 1.91% | 21 |
|
|
2024
Q3 | $5.45M | Sell |
94,340
-2,766
| -3% | -$160K | 2.29% | 17 |
|
|
2024
Q2 | $4.76M | Sell |
97,106
-2,505
| -3% | -$123K | 2.19% | 16 |
|
|
2024
Q1 | $4.9M | Sell |
99,611
-646
| -0.6% | -$31.8K | 2.31% | 16 |
|
|
2023
Q4 | $4.71M | Sell |
100,257
-13,576
| -12% | -$638K | 2.38% | 14 |
|
|
2023
Q3 | $5.08M | Sell |
113,833
-1,415
| -1% | -$63.2K | 2.75% | 11 |
|
|
2023
Q2 | $5.97M | Buy |
115,248
+4,558
| +4% | +$236K | 3.03% | 11 |
|
|
2023
Q1 | $6.19M | Buy |
110,690
+7,913
| +8% | +$442K | 3.33% | 10 |
|
|
2022
Q4 | $6.3M | Sell |
102,777
-779
| -0.8% | -$47.8K | 3.51% | 10 |
|
|
2022
Q3 | $7.16M | Buy |
103,556
+36
| +0% | +$2.49K | 3.98% | 8 |
|
|
2022
Q2 | $8.26M | Sell |
103,520
-90
| -0.1% | -$7.18K | 4.06% | 7 |
|
|
2022
Q1 | $8.8M | Sell |
103,610
-1,198
| -1% | -$102K | 3.7% | 6 |
|
|
2021
Q4 | $8.23M | Buy |
104,808
+518
| +0.5% | +$40.7K | 3.26% | 7 |
|
|
2021
Q3 | $7.62M | Sell |
104,290
-1,185
| -1% | -$86.5K | 3.42% | 6 |
|
|
2021
Q2 | $7.76M | Buy |
105,475
+1,832
| +2% | +$135K | 3.36% | 6 |
|
|
2021
Q1 | $7.87M | Sell |
103,643
-1,503
| -1% | -$114K | 3.82% | 5 |
|
|
2020
Q4 | $7.91M | Buy |
105,146
+5,669
| +6% | +$426K | 3.94% | 5 |
|
|
2020
Q3 | $7.85M | Buy |
99,477
+1,043
| +1% | +$82.3K | 4.56% | 5 |
|
|
2020
Q2 | $7.99M | Sell |
98,434
-647
| -0.7% | -$52.5K | 4.97% | 4 |
|
|
2020
Q1 | $7.15M | Buy |
99,081
+10,810
| +12% | +$780K | 5.1% | 5 |
|
|
2019
Q4 | $7.31M | Sell |
88,271
-215
| -0.2% | -$17.8K | 4.2% | 5 |
|
|
2019
Q3 | $7.17M | Sell |
88,486
-917
| -1% | -$74.3K | 4.6% | 4 |
|
|
2019
Q2 | $6.91M | Sell |
89,403
-25
| -0% | -$1.93K | 4.5% | 5 |
|
|
2019
Q1 | $6.86M | Buy |
89,428
+13,434
| +18% | +$1.03M | 4.65% | 4 |
|
|
2018
Q4 | $5.43M | Sell |
75,994
-320
| -0.4% | -$22.9K | 4.17% | 7 |
|
|
2018
Q3 | $5.36M | Sell |
76,314
-211
| -0.3% | -$14.8K | 3.54% | 7 |
|
|
2018
Q2 | $5.22M | Sell |
76,525
-301
| -0.4% | -$20.5K | 3.78% | 6 |
|
|
2018
Q1 | $5.18M | Buy |
76,826
+247
| +0.3% | +$16.7K | 3.83% | 6 |
|
|
2017
Q4 | $6.21M | Sell |
76,579
-438
| -0.6% | -$35.5K | 4.33% | 4 |
|
|
2017
Q3 | $5.93M | Sell |
77,017
-1,085
| -1% | -$83.5K | 4.36% | 4 |
|
|
2017
Q2 | $5.99M | Sell |
78,102
-1,036
| -1% | -$79.4K | 4.44% | 4 |
|
|
2017
Q1 | $6.14M | Sell |
79,138
-1,048
| -1% | -$81.3K | 4.7% | 4 |
|
|
2016
Q4 | $6.14M | Buy |
80,186
+1,577
| +2% | +$121K | 4.99% | 3 |
|
|
2016
Q3 | $5.84M | Sell |
78,609
-688
| -0.9% | -$51.1K | 5.1% | 3 |
|
|
2016
Q2 | $6.18M | Buy |
79,297
+536
| +0.7% | +$41.8K | 5.15% | 4 |
|
|
2016
Q1 | $5.92M | Buy |
78,761
+243
| +0.3% | +$18.3K | 5.1% | 4 |
|
|
2015
Q4 | $5.31M | Buy |
78,518
+582
| +0.7% | +$39.4K | 4.67% | 4 |
|
|
2015
Q3 | $5.49M | Sell |
77,936
-589
| -0.8% | -$41.5K | 5.06% | 3 |
|
|
2015
Q2 | $5.25M | Buy |
78,525
+5,020
| +7% | +$336K | 4.48% | 3 |
|
|
2015
Q1 | $5.21M | Buy |
73,505
+829
| +1% | +$58.7K | 4.29% | 4 |
|
|
2014
Q4 | $5.59M | Buy |
72,676
+1,689
| +2% | +$130K | 4.53% | 4 |
|
|
2014
Q3 | $4.9M | Buy |
70,987
+4,330
| +6% | +$299K | 4.15% | 3 |
|
|
2014
Q2 | $4.77M | Buy |
66,657
+2,033
| +3% | +$145K | 3.95% | 3 |
|
|
2014
Q1 | $4.59M | Buy |
64,624
+631
| +1% | +$44.8K | 4.36% | 3 |
|
|
2013
Q4 | $4.14M | Buy |
+63,993
| New | +$4.14M | 4.26% | 4 |
|