Winch Advisory Services’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 | $12.3K | Buy |
218
+2
| +0.9% | +$113 | ﹤0.01% | 278 |
|
|
2025
Q1 | $12.1K | Buy |
216
+1
| +0.5% | +$56 | ﹤0.01% | 266 |
|
|
2024
Q4 | $11.6K | Buy |
215
+2
| +0.9% | +$108 | ﹤0.01% | 282 |
|
|
2024
Q3 | $12.3K | Buy |
213
+1
| +0.5% | +$58 | ﹤0.01% | 249 |
|
|
2024
Q2 | $10.4K | Buy |
212
+2
| +1% | +$98 | ﹤0.01% | 259 |
|
|
2024
Q1 | $10.3K | Buy |
210
+2
| +1% | +$98 | ﹤0.01% | 256 |
|
|
2023
Q4 | $9.78K | Buy |
208
+2
| +1% | +$94 | ﹤0.01% | 261 |
|
|
2023
Q3 | $9K | Buy |
206
+1
| +0.5% | +$44 | ﹤0.01% | 257 |
|
|
2023
Q2 | $11K | Buy |
205
+2
| +1% | +$107 | ﹤0.01% | 243 |
|
|
2023
Q1 | $11K | Buy |
203
+1
| +0.5% | +$54 | ﹤0.01% | 239 |
|
|
2022
Q4 | $12K | Buy |
202
+3
| +2% | +$178 | 0.01% | 221 |
|
|
2022
Q3 | $14K | Buy |
199
+1
| +0.5% | +$70 | 0.01% | 198 |
|
|
2022
Q2 | $16K | Buy |
198
+1
| +0.5% | +$81 | 0.01% | 194 |
|
|
2022
Q1 | $17K | Buy |
197
+2
| +1% | +$173 | 0.01% | 211 |
|
|
2021
Q4 | $15K | Buy |
195
+2
| +1% | +$154 | 0.01% | 237 |
|
|
2021
Q3 | $14K | Buy |
193
+79
| +69% | +$5.73K | ﹤0.01% | 241 |
|
|
2021
Q2 | $8K | Buy |
114
+1
| +0.9% | +$70 | ﹤0.01% | 289 |
|
|
2021
Q1 | $9K | Buy |
113
+1
| +0.9% | +$80 | ﹤0.01% | 256 |
|
|
2020
Q4 | $8K | Sell |
112
-27
| -19% | -$1.93K | ﹤0.01% | 246 |
|
|
2020
Q3 | $11K | Buy |
139
+29
| +26% | +$2.3K | ﹤0.01% | 193 |
|
|
2020
Q2 | $9K | Buy |
110
+1
| +0.9% | +$82 | ﹤0.01% | 204 |
|
|
2020
Q1 | $8K | Buy |
109
+2
| +2% | +$147 | ﹤0.01% | 182 |
|
|
2019
Q4 | $9K | Buy |
107
+1
| +0.9% | +$84 | ﹤0.01% | 211 |
|
|
2019
Q3 | $9K | Buy |
106
+1
| +1% | +$85 | ﹤0.01% | 200 |
|
|
2019
Q2 | $8K | Buy |
105
+1
| +1% | +$76 | ﹤0.01% | 217 |
|
|
2019
Q1 | $8K | Buy |
104
+2
| +2% | +$154 | ﹤0.01% | 213 |
|
|
2018
Q4 | $7K | Buy |
102
+1
| +1% | +$69 | ﹤0.01% | 200 |
|
|
2018
Q3 | $7K | Buy |
101
+1
| +1% | +$69 | ﹤0.01% | 203 |
|
|
2018
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 213 |
|