XF
XML Financial’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
44,836
+731
| +2% | +$41.3K | 0.22% | 97 |
|
|
2025
Q1 | $2.47M | Sell |
44,105
-3,656
| -8% | -$205K | 0.23% | 93 |
|
|
2024
Q4 | $2.57M | Sell |
47,761
-4,669
| -9% | -$251K | 0.24% | 96 |
|
|
2024
Q3 | $3.03M | Sell |
52,430
-5,374
| -9% | -$311K | 0.28% | 86 |
|
|
2024
Q2 | $2.83M | Sell |
57,804
-6,359
| -10% | -$312K | 0.29% | 89 |
|
|
2024
Q1 | $3.16M | Sell |
64,163
-10,488
| -14% | -$516K | 0.32% | 81 |
|
|
2023
Q4 | $3.51M | Sell |
74,651
-3,113
| -4% | -$146K | 0.37% | 78 |
|
|
2023
Q3 | $3.47M | Buy |
77,764
+2
| +0% | +$89 | 0.42% | 73 |
|
|
2023
Q2 | $4.03M | Buy |
77,762
+10,296
| +15% | +$533K | 0.47% | 64 |
|
|
2023
Q1 | $3.77M | Buy |
67,466
+16,468
| +32% | +$921K | 0.46% | 67 |
|
|
2022
Q4 | $3.13M | Sell |
50,998
-524
| -1% | -$32.1K | 0.39% | 77 |
|
|
2022
Q3 | $3.56M | Buy |
51,522
+37,735
| +274% | +$2.61M | 0.49% | 64 |
|
|
2022
Q2 | $1.1M | Sell |
13,787
-37,068
| -73% | -$2.96M | 0.25% | 82 |
|
|
2022
Q1 | $4.32M | Sell |
50,855
-459
| -0.9% | -$39K | 0.51% | 62 |
|
|
2021
Q4 | $4.03M | Buy |
51,314
+2,902
| +6% | +$228K | 0.49% | 62 |
|
|
2021
Q3 | $3.54M | Buy |
48,412
+34,556
| +249% | +$2.52M | 0.47% | 64 |
|
|
2021
Q2 | $1.02M | Sell |
13,856
-1,933
| -12% | -$142K | 0.22% | 85 |
|
|
2021
Q1 | $1.2M | Sell |
15,789
-612
| -4% | -$46.5K | 0.29% | 72 |
|
|
2020
Q4 | $1.23M | Sell |
16,401
-88
| -0.5% | -$6.62K | 0.32% | 67 |
|
|
2020
Q3 | $1.3M | Buy |
16,489
+416
| +3% | +$32.8K | 0.41% | 59 |
|
|
2020
Q2 | $1.31M | Buy |
16,073
+110
| +0.7% | +$8.93K | 0.45% | 52 |
|
|
2020
Q1 | $1.15M | Buy |
15,963
+1,679
| +12% | +$121K | 0.5% | 53 |
|
|
2019
Q4 | $1.18M | Buy |
+14,284
| New | +$1.18M | 0.43% | 57 |
|