Acorn Financial Advisory Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Sell |
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|
2025
Q1 | $780K | Sell |
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|
2024
Q4 | $811K | Buy |
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|
2024
Q3 | $848K | Sell |
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|
2024
Q2 | $720K | Buy |
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|
2024
Q1 | $719K | Sell |
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|
2023
Q4 | $774K | Sell |
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|
2023
Q3 | $752K | Sell |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $1.29M | Sell |
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|
2022
Q2 | $1.63M | Buy |
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|
2022
Q1 | $1.7M | Buy |
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|
2021
Q4 | $1.57M | Sell |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.45M | Buy |
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|
2020
Q3 | $1.49M | Buy |
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|
2020
Q2 | $1.52M | Buy |
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|
2020
Q1 | $360K | Sell |
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|
2019
Q4 | $1.42M | Buy |
|