VALEO FINANCIAL ADVISORS, LLC – Dominion Energy, Inc. Transaction History
VALEO FINANCIAL ADVISORS, LLC portfolio value:
$974,000
portfolio value
VALEO FINANCIAL ADVISORS, LLC quarter portfolio value change:
-13.41%
quarter
Dominion Energy, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.34% | 322 shares | -125K | $69.11 | 14.09K |
| Q2 2022 | share | Decrease | -44.27% | -10.94K shares | -1.00M | $79.81 | 13.77K |
| Q1 2022 | share | Increase | +73.85% | 10.50K shares | 984K | $84.97 | 24.72K |
| Q4 2021 | share | Decrease | -8.82% | -1.37K shares | -22K | $78.47 | 14.22K |
| Q3 2021 | share | Increase | +220.49% | 10.72K shares | 781K | $72.39 | 15.59K |
| Q2 2021 | share | Decrease | -77.07% | -16.35K shares | -1.25M | $72.35 | 4.86K |
| Q1 2021 | share | Decrease | -15.76% | -3.97K shares | -283K | $74.09 | 21.22K |
| Q4 2020 | share | Increase | +1.41% | 351 shares | -66K | $72.68 | 25.19K |
| Q3 2020 | share | Decrease | -4.11% | -1.06K shares | -142K | $75.68 | 24.84K |
| Q2 2020 | share | Decrease | -14.04% | -4.23K shares | -355K | $76.92 | 25.90K |
| Q1 2020 | share | Decrease | -3.38% | -1.05K shares | -125K | $67.65 | 30.13K |
| Q4 2019 | share | Increase | 0.00% | 31.19K shares | 2.58M | $76.73 | 31.19K |
| Q3 2019 | share | Decrease | -100.00% | -1.80K shares | -140K | $74.24 | 0 |
| Q2 2019 | share | Decrease | -18.92% | -422 shares | -31K | $70 | 1.80K |
| Q1 2019 | share | Increase | +6.49% | 136 shares | 21K | $68.58 | 2.23K |
| Q4 2018 | share | Decrease | -24.15% | -667 shares | -49K | $63.15 | 2.09K |
| Q3 2018 | share | Decrease | -23.57% | -852 shares | -53K | $61.42 | 2.76K |
| Q2 2018 | share | Increase | +4.42% | 153 shares | 19K | $58.9 | 3.61K |
| Q1 2018 | share | Increase | +212.08% | 2.35K shares | 143K | $57.51 | 3.46K |
| Q4 2017 | share | Increase | +77.72% | 485 shares | 42K | $68.34 | 1.10K |
| Q3 2017 | share | Increase | 0.00% | 624 shares | 48K | $64.27 | 624 |