Legacy Financial Advisors, Inc. Dominion Energy, Inc Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Dominion Energy, Inc stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 7,344 shares of D stock, worth $438,436. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,344

Previous 7,142 2.83%

Holding current value

$438,436

Previous $349,000 21.49%

% of portfolio

0.08%

Previous 0.07%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$48.01 - $58.53 $9,698 - $11,823	202 Added 2.83%	7,344 $424,000
Q2 2024 Aug 13, 2024	BUY	$46.86 - $53.94 $334,674 - $385,239	7,142 New	7,142 $349,000
Q3 2022 Nov 09, 2022	BUY	$69.11 - $85.65 $44,161 - $54,730	639 Added 10.01%	7,022 $485,000
Q2 2022 Aug 08, 2022	BUY	$73.41 - $88.38 $33,474 - $40,301	456 Added 7.69%	6,383 $509,000
Q1 2022 May 04, 2022	BUY	$77.16 - $85.43 $7,947 - $8,799	103 Added 1.77%	5,927 $504,000
Q4 2021 Feb 04, 2022	BUY	$70.85 - $78.57 $17,145 - $19,013	242 Added 4.34%	5,824 $458,000
Q3 2021 Oct 26, 2021	SELL	$73.02 - $80.05 $6,279 - $6,884	-86 Reduced 1.52%	5,582 $408,000
Q2 2021 Jul 21, 2021	BUY	$73.51 - $80.37 $31,462 - $34,398	428 Added 8.17%	5,668 $417,000
Q1 2021 Apr 28, 2021	BUY	$68.0 - $76.7 $92,684 - $104,542	1,363 Added 35.16%	5,240 $398,000
Q4 2020 Feb 02, 2021	SELL	$73.5 - $86.07 $5,365 - $6,283	-73 Reduced 1.85%	3,877 $292,000
Q3 2020 Nov 09, 2020	BUY	$73.58 - $82.69 $290,641 - $326,625	3,950 New	3,950 $312,000
Q1 2020 May 12, 2020	SELL	$59.39 - $89.8 $708,403 - $1.07 Million	-11,928 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$79.62 - $83.46 $7,245 - $7,594	-91 Reduced 0.76%	11,928 $988,000
Q3 2019 Nov 07, 2019	SELL	$74.29 - $81.04 $8,171 - $8,914	-110 Reduced 0.91%	12,019 $974,000
Q2 2019 Aug 07, 2019	SELL	$73.31 - $79.22 $18,327 - $19,805	-250 Reduced 2.02%	12,129 $938,000
Q1 2019 May 14, 2019	SELL	$67.97 - $77.04 $490,607 - $556,074	-7,218 Reduced 36.83%	12,379 $949,000
Q4 2018 Jan 16, 2019	BUY	$69.89 - $76.92 $81,282 - $89,457	1,163 Added 6.31%	19,597 $1.4 Million
Q3 2018 Oct 30, 2018	SELL	$68.08 - $72.45 $13,956 - $14,852	-205 Reduced 1.1%	18,434 $1.3 Million
Q2 2018 Jul 17, 2018	BUY	$61.75 - $68.47 $544,017 - $603,220	8,810 Added 89.63%	18,639 $1.31 Million
Q1 2018 Apr 12, 2018	BUY	$67.3 - $80.28 $230,166 - $274,557	3,420 Added 53.36%	9,829 $643,000
Q4 2017 Feb 09, 2018	BUY	$75.95 - $84.91 $486,763 - $544,188	6,409	6,409 $519,000

Others Institutions Holding D

# of Institutions

1,498

Shares Held

619M

Call Options Held

5.64M

Put Options Held

2.5M

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $49.7B
Description
Dominion Energy, Inc. produces and distributes energy in the United States. The company operates through four segments: Dominion Energy Virginia, Gas Distribution, Dominion Energy South Carolina, and Contracted Assets. The Dominion Energy Virginia segment generates, transmits, and distributes regulated electricity to approximately 2.7 million re...

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Legacy Financial Advisors, Inc. Dominion Energy, Inc Transaction History