Wolff Wiese Magana’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 | $14.7K | Sell |
260
-100
| -28% | -$5.65K | 0.01% | 338 |
|
|
2025
Q1 | $20.2K | Sell |
360
-13
| -3% | -$729 | 0.01% | 289 |
|
|
2024
Q4 | $20.1K | Hold |
373
| – | – | 0.01% | 301 |
|
|
2024
Q3 | $21.6K | Hold |
373
| – | – | 0.01% | 289 |
|
|
2024
Q2 | $18.3K | Hold |
373
| – | – | 0.01% | 245 |
|
|
2024
Q1 | $18.3K | Hold |
373
| – | – | 0.02% | 230 |
|
|
2023
Q4 | $17.5K | Buy |
373
+60
| +19% | +$2.82K | 0.02% | 217 |
|
|
2023
Q3 | $14K | Sell |
313
-55
| -15% | -$2.46K | 0.01% | 304 |
|
|
2023
Q2 | $19.1K | Buy |
368
+30
| +9% | +$1.55K | 0.01% | 278 |
|
|
2023
Q1 | $18.9K | Buy |
338
+10
| +3% | +$559 | 0.02% | 274 |
|
|
2022
Q4 | $20.1K | Sell |
328
-86
| -21% | -$5.27K | 0.02% | 256 |
|
|
2022
Q3 | $29K | Buy |
414
+15
| +4% | +$1.05K | 0.02% | 323 |
|
|
2022
Q2 | $32K | Hold |
399
| – | – | 0.02% | 320 |
|
|
2022
Q1 | $34K | Hold |
399
| – | – | 0.02% | 327 |
|
|
2021
Q4 | $32K | Buy |
399
+27
| +7% | +$2.17K | 0.02% | 342 |
|
|
2021
Q3 | $27K | Buy |
372
+35
| +10% | +$2.54K | 0.02% | 366 |
|
|
2021
Q2 | $25K | Buy |
337
+24
| +8% | +$1.78K | 0.02% | 369 |
|
|
2021
Q1 | $24K | Hold |
313
| – | – | 0.02% | 367 |
|
|
2020
Q4 | $24K | Buy |
+313
| New | +$24K | 0.02% | 352 |
|