Adalta Capital Management’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 | $661K | Hold |
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|
2025
Q1 | $656K | Hold |
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|
2024
Q4 | $630K | Buy |
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|
2024
Q3 | $376K | Hold |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $320K | Hold |
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|
2023
Q4 | $306K | Hold |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $378K | Hold |
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|
2023
Q1 | $408K | Hold |
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|
2022
Q4 | $448K | Sell |
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|
2022
Q3 | $525K | Hold |
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|
2022
Q2 | $607K | Hold |
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|
2022
Q1 | $645K | Hold |
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|
2021
Q4 | $597K | Buy |
|