Adams Wealth 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
Q3 | $518K | Sell |
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|
2025
Q2 | $555K | Sell |
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|
2025
Q1 | $688K | Buy |
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|
2024
Q4 | $655K | Buy |
|
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|
2024
Q3 | $567K | Sell |
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|
2024
Q2 | $536K | Sell |
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|
2024
Q1 | $724K | Sell |
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|
2023
Q4 | $706K | Buy |
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|
2023
Q3 | $657K | Buy |
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|
2023
Q2 | $621K | Buy |
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|
2023
Q1 | $620K | Buy |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $481K | Sell |
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|
2022
Q2 | $611K | Sell |
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|
2022
Q1 | $657K | Sell |
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|
2021
Q4 | $708K | Sell |
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|
2021
Q3 | $715K | Sell |
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|
2021
Q2 | $806K | Sell |
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|
2021
Q1 | $837K | Buy |
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|
2020
Q4 | $716K | Sell |
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|
2020
Q3 | $752K | Buy |
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|
2020
Q2 | $765K | Sell |
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|
2020
Q1 | $729K | Sell |
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|
2019
Q4 | $989K | Buy |
|