AA
Addison Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.6K | Hold |
1,160
| – | – | 0.02% | 373 |
|
|
2025
Q1 | $65K | Sell |
1,160
-19
| -2% | -$1.07K | 0.02% | 352 |
|
|
2024
Q4 | $63.5K | Sell |
1,179
-31
| -3% | -$1.67K | 0.02% | 351 |
|
|
2024
Q3 | $69.9K | Buy |
1,210
+26
| +2% | +$1.5K | 0.02% | 347 |
|
|
2024
Q2 | $58K | Sell |
1,184
-5
| -0.4% | -$245 | 0.02% | 353 |
|
|
2024
Q1 | $58.5K | Sell |
1,189
-25
| -2% | -$1.23K | 0.02% | 344 |
|
|
2023
Q4 | $57.1K | Sell |
1,214
-10
| -0.8% | -$470 | 0.02% | 342 |
|
|
2023
Q3 | $54.7K | Sell |
1,224
-30
| -2% | -$1.34K | 0.03% | 313 |
|
|
2023
Q2 | $64.9K | Hold |
1,254
| – | – | 0.03% | 287 |
|
|
2023
Q1 | $70.1K | Hold |
1,254
| – | – | 0.04% | 261 |
|
|
2022
Q4 | $76.9K | Sell |
1,254
-11
| -0.9% | -$675 | 0.05% | 245 |
|
|
2022
Q3 | $87K | Hold |
1,265
| – | – | 0.05% | 204 |
|
|
2022
Q2 | $101K | Buy |
1,265
+11
| +0.9% | +$878 | 0.06% | 191 |
|
|
2022
Q1 | $107K | Buy |
1,254
+20
| +2% | +$1.71K | 0.06% | 201 |
|
|
2021
Q4 | $97K | Buy |
1,234
+80
| +7% | +$6.29K | 0.06% | 183 |
|
|
2021
Q3 | $84K | Hold |
1,154
| – | – | 0.07% | 144 |
|
|
2021
Q2 | $85K | Buy |
+1,154
| New | +$85K | 0.07% | 144 |
|
|
2020
Q4 | $87K | Buy |
+1,154
| New | +$87K | 0.08% | 138 |
|